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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 | $24,557 | $157,304-84.4% | $141,197-82.6% | $152,909-83.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.09% | 64.34%-41.3pp | 71.41%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,637 | $5,263-68.9% | $4,736-65.4% | $4,764-65.6% |
| Participant deferral / active EE | $2,238 | $7,111-68.5% | $6,710-66.7% | $5,851-61.8% |
| Admin fee / account holder | $718 | $12,126-94.1% | $10,265-93.0% | $11,601-93.8% |