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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 | $28,688 | $103,038-72.2% | $90,324-68.2% | $152,909-81.2% |
| Participation rate | 81.8% | 75.9%+5.9pp | 73.3%+8.5pp | 82.5%-0.6pp |
| Annual return | 14.56% | 95.25%-80.7pp | 78.15%-63.6pp | 345.46%-330.9pp |
| Employer contribution / active EE | $1,744 | $3,141-44.5% | $2,856-38.9% | $4,764-63.4% |
| Participant deferral / active EE | $571 | $4,282-86.7% | $3,885-85.3% | $5,851-90.2% |
| Admin fee / account holder | $3,093 | $6,177-49.9% | $5,356-42.3% | $11,601-73.3% |