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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 | $105,158-84.3% | $94,672-82.6% | $139,487-88.2% |
| Participation rate | 86.7% | 82.4%+4.3pp | 80.8%+5.8pp | 80.3%+6.3pp |
| Annual return | 20.23% | 38.11%-17.9pp | 156.89%-136.7pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,322 | $4,107-67.8% | $3,673-64.0% | $4,755-72.2% |
| Participant deferral / active EE | $1,771 | $7,599-76.7% | $7,417-76.1% | $6,713-73.6% |
| Admin fee / account holder | $339 | $8,972-96.2% | $7,222-95.3% | $11,407-97.0% |