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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 | $25,717 | $98,240-73.8% | $82,313-68.8% | $147,585-82.6% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 11.94% | 30.85%-18.9pp | 25.88%-13.9pp | 578.58%-566.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,003 | $4,383-77.1% | $3,706-72.9% | $5,439-81.6% |
| Admin fee / account holder | $1,833 | $8,563-78.6% | $5,608-67.3% | $10,886-83.2% |