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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 | $72,984 | $159,934-54.4% | $147,005-50.4% | $145,959-50.0% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 11.84% | 98.24%-86.4pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,836 | $5,287-65.3% | $4,934-62.8% | $4,661-60.6% |
| Participant deferral / active EE | $1,998 | $8,427-76.3% | $8,070-75.2% | $6,689-70.1% |
| Admin fee / account holder | $2,430 | $15,053-83.9% | $13,006-81.3% | $13,398-81.9% |