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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 | $22,233 | $127,790-82.6% | $106,554-79.1% | $167,553-86.7% |
| Participation rate | 70.0% | 78.3%-8.3pp | 76.1%-6.1pp | 82.1%-12.1pp |
| Annual return | 14.52% | 33.88%-19.4pp | 26.80%-12.3pp | 478.89%-464.4pp |
| Employer contribution / active EE | $1,139 | $3,427-66.8% | $2,819-59.6% | $4,840-76.5% |
| Participant deferral / active EE | $1,064 | $5,088-79.1% | $4,398-75.8% | $6,343-83.2% |
| Admin fee / account holder | $364 | $11,231-96.8% | $7,408-95.1% | $12,316-97.0% |