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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 | $8,369 | $102,938-91.9% | $94,105-91.1% | $138,895-94.0% |
| Participation rate | 81.0% | 74.6%+6.3pp | 71.9%+9.0pp | 79.9%+1.0pp |
| Annual return | 15.13% | 250.28%-235.2pp | 204.55%-189.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,608 | $2,732-41.2% | $2,504-35.8% | $4,194-61.7% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $499 | $6,600-92.4% | $6,199-92.0% | $12,562-96.0% |