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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 | $20,042 | $148,623-86.5% | $135,974-85.3% | $139,466-85.6% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 25.59% | 79.30%-53.7pp | 68.30%-42.7pp | 373.66%-348.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $441 | $8,103-94.6% | $7,760-94.3% | $6,712-93.4% |
| Admin fee / account holder | $1,526 | $12,406-87.7% | $10,767-85.8% | $11,409-86.6% |