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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 | $31,268 | $112,131-72.1% | $95,964-67.4% | $158,982-80.3% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 10.49% | 171.19%-160.7pp | 91.64%-81.2pp | 302.99%-292.5pp |
| Employer contribution / active EE | $647 | $3,199-79.8% | $2,541-74.5% | $4,763-86.4% |
| Participant deferral / active EE | $1,188 | $4,784-75.2% | $4,167-71.5% | $5,983-80.1% |
| Admin fee / account holder | $415 | $10,136-95.9% | $6,797-93.9% | $11,252-96.3% |