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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 | $44,186 | $121,677-63.7% | $104,625-57.8% | $158,966-72.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 23.82% | 465.58%-441.8pp | 340.60%-316.8pp | 302.95%-279.1pp |
| Employer contribution / active EE | $258 | $3,165-91.8% | $2,681-90.4% | $4,762-94.6% |
| Participant deferral / active EE | $519 | $4,175-87.6% | $3,738-86.1% | $5,983-91.3% |
| Admin fee / account holder | $20,479 | $7,777+163.3% | $6,465+216.8% | $11,250+82.0% |