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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 | $25,897 | $176,105-85.3% | $159,474-83.8% | $167,536-84.5% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 10.41% | 331.91%-321.5pp | 263.68%-253.3pp | 478.82%-468.4pp |
| Employer contribution / active EE | $2,296 | $5,299-56.7% | $4,831-52.5% | $4,839-52.6% |
| Participant deferral / active EE | $398 | $7,751-94.9% | $7,353-94.6% | $6,342-93.7% |
| Admin fee / account holder | $1,504 | $12,559-88.0% | $10,802-86.1% | $12,315-87.8% |