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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 | $22,355 | $160,040-86.0% | $147,096-84.8% | $145,877-84.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.10% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,750 | $8,429-79.2% | $8,071-78.3% | $6,691-73.8% |
| Admin fee / account holder | $19,296 | $15,050+28.2% | $13,005+48.4% | $13,402+44.0% |