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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 | $28,902 | $160,070-81.9% | $147,117-80.4% | $145,897-80.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 10.29% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,833 | $5,285-65.3% | $4,932-62.8% | $4,663-60.7% |
| Participant deferral / active EE | $2,200 | $8,419-73.9% | $8,065-72.7% | $6,689-67.1% |
| Admin fee / account holder | $14,240 | $15,035-5.3% | $12,993+9.6% | $13,390+6.3% |