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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 | $22,730 | $81,643-72.2% | $70,462-67.7% | $158,950-85.7% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 4.62% | 208.51%-203.9pp | 109.08%-104.5pp | 302.91%-298.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $735 | $4,555-83.9% | $3,710-80.2% | $5,983-87.7% |
| Admin fee / account holder | $500 | $6,194-91.9% | $3,845-87.0% | $11,248-95.6% |