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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 | $26,862 | $150,447-82.1% | $136,298-80.3% | $147,586-81.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.27% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,459 | $5,256-72.2% | $4,696-68.9% | $4,876-70.1% |
| Participant deferral / active EE | $1,936 | $6,631-70.8% | $6,247-69.0% | $5,439-64.4% |
| Admin fee / account holder | $2,416 | $10,906-77.8% | $9,244-73.9% | $10,886-77.8% |