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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 | $7,521 | $70,366-89.3% | $66,674-88.7% | $138,895-94.6% |
| Participation rate | 88.2% | 76.2%+12.1pp | 73.7%+14.6pp | 79.9%+8.3pp |
| Annual return | 13.56% | 386.41%-372.8pp | 321.24%-307.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $849 | $2,765-69.3% | $2,620-67.6% | $4,194-79.8% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $605 | $5,262-88.5% | $5,098-88.1% | $12,562-95.2% |