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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 | $36,643 | $152,587-76.0% | $125,175-70.7% | $152,870-76.0% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 17.51% | 54.84%-37.3pp | 43.79%-26.3pp | 345.34%-327.8pp |
| Employer contribution / active EE | $1,155 | $4,946-76.7% | $3,865-70.1% | $4,763-75.8% |
| Participant deferral / active EE | $1,374 | $5,868-76.6% | $4,937-72.2% | $5,850-76.5% |
| Admin fee / account holder | $332 | $13,434-97.5% | $9,702-96.6% | $11,597-97.1% |