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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 | $25,747 | $185,312-86.1% | $161,489-84.1% | $154,746-83.4% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 11.32% | 103.84%-92.5pp | 89.72%-78.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,156 | $6,350-81.8% | $5,630-79.5% | $6,730-82.8% |
| Admin fee / account holder | $7,862 | $18,654-57.9% | $16,006-50.9% | $14,365-45.3% |