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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 | $21,219 | $110,337-80.8% | $102,383-79.3% | $145,877-85.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 41.38% | 24.83%+16.5pp | 24.94%+16.4pp | 551.28%-509.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $673 | $5,621-88.0% | $5,060-86.7% | $6,691-89.9% |
| Admin fee / account holder | $9,415 | $9,750-3.4% | $8,391+12.2% | $13,402-29.8% |