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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 | $24,945 | $81,664-69.5% | $70,476-64.6% | $158,966-84.3% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.4pp | 82.0%+12.5pp |
| Annual return | 14.56% | 208.59%-194.0pp | 109.12%-94.6pp | 302.95%-288.4pp |
| Employer contribution / active EE | $435 | $3,219-86.5% | $2,738-84.1% | $4,762-90.9% |
| Participant deferral / active EE | $435 | $4,556-90.4% | $3,710-88.3% | $5,983-92.7% |
| Admin fee / account holder | $1,337 | $6,197-78.4% | $3,847-65.3% | $11,250-88.1% |