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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 | $20,400 | $115,810-82.4% | $101,271-79.9% | $158,966-87.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 55.34% | 56.15%-0.8pp | 46.48%+8.9pp | 302.95%-247.6pp |
| Employer contribution / active EE | $10,508 | $4,175+151.7% | $3,660+187.1% | $4,762+120.7% |
| Participant deferral / active EE | $185 | $4,958-96.3% | $4,371-95.8% | $5,983-96.9% |
| Admin fee / account holder | $1,767 | $7,248-75.6% | $5,948-70.3% | $11,250-84.3% |