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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 | $19,015 | $110,379-82.8% | $102,412-81.4% | $145,884-87.0% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.50% | 24.84%-10.3pp | 24.94%-10.4pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $703 | $5,622-87.5% | $5,060-86.1% | $6,690-89.5% |
| Admin fee / account holder | $7,198 | $9,745-26.1% | $8,388-14.2% | $13,392-46.2% |