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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,761 | $97,125-92.0% | $86,233-91.0% | $137,256-94.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 15.62% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $669 | $5,180-87.1% | $4,559-85.3% | $6,407-89.6% |
| Admin fee / account holder | $703 | $9,725-92.8% | $8,342-91.6% | $12,270-94.3% |