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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 | $13,593 | $73,518-81.5% | $63,003-78.4% | $147,585-90.8% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 13.74% | 175.46%-161.7pp | 87.59%-73.8pp | 578.57%-564.8pp |
| Employer contribution / active EE | $1,222 | $3,322-63.2% | $2,760-55.7% | $4,876-74.9% |
| Participant deferral / active EE | $596 | $4,183-85.7% | $3,329-82.1% | $5,439-89.0% |
| Admin fee / account holder | $925 | $5,952-84.5% | $3,600-74.3% | $10,885-91.5% |