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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 | $26,304 | $103,393-74.6% | $87,103-69.8% | $152,909-82.8% |
| Participation rate | 81.0% | 79.4%+1.6pp | 76.9%+4.1pp | 82.5%-1.5pp |
| Annual return | 19.87% | 28.10%-8.2pp | 28.19%-8.3pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,667 | $3,221-48.3% | $2,521-33.9% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $745 | $12,195-93.9% | $7,491-90.1% | $11,601-93.6% |