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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 | $39,190 | $100,911-61.2% | $90,440-56.7% | $158,966-75.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 14.95% | 1726.62%-1711.7pp | 1294.38%-1279.4pp | 302.95%-288.0pp |
| Employer contribution / active EE | $243 | $3,690-93.4% | $3,263-92.6% | $4,762-94.9% |
| Participant deferral / active EE | $366 | $4,348-91.6% | $3,964-90.8% | $5,983-93.9% |
| Admin fee / account holder | $6,669 | $6,507+2.5% | $5,615+18.8% | $11,250-40.7% |