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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 | $165,399-80.0% | $149,745-77.9% | $158,982-79.2% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 20.29% | 348.34%-328.0pp | 276.72%-256.4pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,747 | $5,105-65.8% | $4,646-62.4% | $4,763-63.3% |
| Participant deferral / active EE | $1,497 | $7,183-79.2% | $6,843-78.1% | $5,983-75.0% |
| Admin fee / account holder | $1,950 | $10,811-82.0% | $9,312-79.1% | $11,252-82.7% |