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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 | $26,217 | $107,363-75.6% | $92,909-71.8% | $152,897-82.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 22.67% | 145.63%-123.0pp | 109.44%-86.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,280 | $4,222-69.7% | $3,653-65.0% | $4,764-73.1% |
| Participant deferral / active EE | $1,238 | $4,848-74.5% | $4,238-70.8% | $5,851-78.8% |
| Admin fee / account holder | $7,831 | $7,082+10.6% | $5,795+35.1% | $11,599-32.5% |