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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 | $33,074 | $165,351-80.0% | $149,710-77.9% | $158,931-79.2% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 20.29% | 348.19%-327.9pp | 276.63%-256.3pp | 302.86%-282.6pp |
| Employer contribution / active EE | $1,747 | $5,103-65.8% | $4,645-62.4% | $4,761-63.3% |
| Participant deferral / active EE | $1,497 | $7,181-79.2% | $6,842-78.1% | $5,982-75.0% |
| Admin fee / account holder | $1,950 | $10,807-82.0% | $9,309-79.1% | $11,247-82.7% |