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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 | $23,119 | $104,694-77.9% | $85,709-73.0% | $167,536-86.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 12.96% | 21.45%-8.5pp | 21.49%-8.5pp | 478.82%-465.9pp |
| Employer contribution / active EE | $2,043 | $3,337-38.8% | $2,619-22.0% | $4,839-57.8% |
| Participant deferral / active EE | $862 | $4,826-82.1% | $3,924-78.0% | $6,342-86.4% |
| Admin fee / account holder | $9,020 | $10,035-10.1% | $6,876+31.2% | $12,315-26.8% |