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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 | $6,829 | $102,938-93.4% | $94,105-92.7% | $138,895-95.1% |
| Participation rate | 84.6% | 74.6%+10.0pp | 71.9%+12.7pp | 79.9%+4.7pp |
| Annual return | 19.76% | 250.28%-230.5pp | 204.55%-184.8pp | 145.39%-125.6pp |
| Employer contribution / active EE | $976 | $2,732-64.3% | $2,504-61.0% | $4,194-76.7% |
| Participant deferral / active EE | $577 | $4,196-86.2% | $3,881-85.1% | $6,396-91.0% |
| Admin fee / account holder | $598 | $6,600-90.9% | $6,199-90.4% | $12,562-95.2% |