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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 | $23,403 | $105,145-77.7% | $94,664-75.3% | $139,466-83.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 27.24% | 38.09%-10.9pp | 156.84%-129.6pp | 373.66%-346.4pp |
| Employer contribution / active EE | $997 | $4,107-75.7% | $3,673-72.9% | $4,754-79.0% |
| Participant deferral / active EE | $1,371 | $7,599-82.0% | $7,417-81.5% | $6,712-79.6% |
| Admin fee / account holder | $12,291 | $8,972+37.0% | $7,222+70.2% | $11,409+7.7% |