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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 | $19,850 | $211,288-90.6% | $178,540-88.9% | $145,884-86.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.84% | 30.27%-21.4pp | 27.15%-18.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,924 | $4,574-57.9% | $3,953-51.3% | $4,662-58.7% |
| Participant deferral / active EE | $579 | $6,967-91.7% | $6,281-90.8% | $6,690-91.3% |
| Admin fee / account holder | $720 | $12,105-94.0% | $10,424-93.1% | $13,392-94.6% |