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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 | $16,466 | $105,149-84.3% | $94,659-82.6% | $139,427-88.2% |
| Participation rate | 86.7% | 82.4%+4.3pp | 80.8%+5.8pp | 80.3%+6.3pp |
| Annual return | 20.23% | 38.04%-17.8pp | 156.75%-136.5pp | 373.27%-353.0pp |
| Employer contribution / active EE | $1,322 | $4,106-67.8% | $3,673-64.0% | $4,752-72.2% |
| Participant deferral / active EE | $1,771 | $7,600-76.7% | $7,419-76.1% | $6,711-73.6% |
| Admin fee / account holder | $339 | $8,986-96.2% | $7,232-95.3% | $11,404-97.0% |