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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 | $29,450 | $127,790-77.0% | $106,555-72.4% | $167,536-82.4% |
| Participation rate | 77.8% | 78.3%-0.5pp | 76.1%+1.6pp | 82.1%-4.3pp |
| Annual return | 13.10% | 33.88%-20.8pp | 26.80%-13.7pp | 478.82%-465.7pp |
| Employer contribution / active EE | $856 | $3,428-75.0% | $2,819-69.7% | $4,839-82.3% |
| Participant deferral / active EE | $1,021 | $5,088-79.9% | $4,399-76.8% | $6,342-83.9% |
| Admin fee / account holder | $19,276 | $11,229+71.7% | $7,408+160.2% | $12,315+56.5% |