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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 | $33,030 | $165,381-80.0% | $149,730-77.9% | $158,966-79.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.76% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.2pp |
| Employer contribution / active EE | $2,233 | $5,104-56.2% | $4,645-51.9% | $4,762-53.1% |
| Participant deferral / active EE | $2,233 | $7,182-68.9% | $6,843-67.4% | $5,983-62.7% |
| Admin fee / account holder | $1,046 | $10,809-90.3% | $9,310-88.8% | $11,250-90.7% |