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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 | $32,623 | $103,038-68.3% | $90,324-63.9% | $152,909-78.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 25.98% | 95.25%-69.3pp | 78.15%-52.2pp | 345.46%-319.5pp |
| Employer contribution / active EE | $879 | $3,141-72.0% | $2,856-69.2% | $4,764-81.5% |
| Participant deferral / active EE | $264 | $4,282-93.8% | $3,885-93.2% | $5,851-95.5% |
| Admin fee / account holder | $414 | $6,177-93.3% | $5,356-92.3% | $11,601-96.4% |