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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 | $7,825 | $96,419-91.9% | $80,648-90.3% | $139,487-94.4% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 13.23% | 1352.86%-1339.6pp | 937.21%-924.0pp | 373.84%-360.6pp |
| Employer contribution / active EE | $614 | $3,261-81.2% | $2,724-77.5% | $4,755-87.1% |
| Participant deferral / active EE | $399 | $5,225-92.4% | $4,443-91.0% | $6,713-94.1% |
| Admin fee / account holder | $2,281 | $6,605-65.5% | $5,382-57.6% | $11,407-80.0% |