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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 | $28,908 | $115,911-75.1% | $100,530-71.2% | $158,950-81.8% |
| Participation rate | 94.4% | 81.6%+12.9pp | 79.4%+15.0pp | 82.0%+12.5pp |
| Annual return | 12.12% | 34.80%-22.7pp | 30.89%-18.8pp | 302.91%-290.8pp |
| Employer contribution / active EE | $444 | $4,104-89.2% | $3,418-87.0% | $4,762-90.7% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,601 | $10,999-76.4% | $8,083-67.8% | $11,248-76.9% |