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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 | $29,206 | $110,093-73.5% | $97,295-70.0% | $145,897-80.0% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 11.79% | 244.76%-233.0pp | 75.62%-63.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $365 | $4,678-92.2% | $4,264-91.4% | $6,689-94.5% |
| Admin fee / account holder | $1,429 | $6,212-77.0% | $5,646-74.7% | $13,390-89.3% |