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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 | $26,344 | $103,392-74.5% | $87,104-69.8% | $152,897-82.8% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 17.57% | 28.10%-10.5pp | 28.19%-10.6pp | 345.43%-327.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $599 | $4,778-87.5% | $4,048-85.2% | $5,851-89.8% |
| Admin fee / account holder | $1,901 | $12,194-84.4% | $7,491-74.6% | $11,599-83.6% |