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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 | $18,802 | $112,933-83.4% | $90,970-79.3% | $158,982-88.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 25.83% | 215.82%-190.0pp | 134.60%-108.8pp | 302.99%-277.2pp |
| Employer contribution / active EE | $989 | $2,893-65.8% | $2,122-53.4% | $4,763-79.2% |
| Participant deferral / active EE | $989 | $4,128-76.1% | $3,373-70.7% | $5,983-83.5% |
| Admin fee / account holder | $563 | $8,047-93.0% | $5,961-90.5% | $11,252-95.0% |