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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 | $20,282 | $111,787-81.9% | $93,681-78.3% | $145,978-86.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 18.52% | 203.52%-185.0pp | 133.47%-114.9pp | 550.52%-532.0pp |
| Employer contribution / active EE | $1,281 | $3,093-58.6% | $2,422-47.1% | $4,662-72.5% |
| Participant deferral / active EE | $1,172 | $4,918-76.2% | $4,415-73.5% | $6,690-82.5% |
| Admin fee / account holder | $6,478 | $10,256-36.8% | $8,290-21.9% | $13,400-51.7% |