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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 | $28,623 | $124,980-77.1% | $108,359-73.6% | $154,746-81.5% |
| Participation rate | 70.6% | 75.2%-4.6pp | 70.1%+0.5pp | 80.7%-10.1pp |
| Annual return | 13.65% | 45.00%-31.3pp | 36.89%-23.2pp | 172.34%-158.7pp |
| Employer contribution / active EE | $599 | $2,851-79.0% | $2,399-75.0% | $4,379-86.3% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,998 | $11,502-73.9% | $9,741-69.2% | $14,365-79.1% |