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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 | $37,732 | $157,304-76.0% | $141,197-73.3% | $152,909-75.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 15.41% | 64.34%-48.9pp | 71.41%-56.0pp | 345.46%-330.1pp |
| Employer contribution / active EE | $975 | $5,263-81.5% | $4,736-79.4% | $4,764-79.5% |
| Participant deferral / active EE | $1,590 | $7,111-77.6% | $6,710-76.3% | $5,851-72.8% |
| Admin fee / account holder | $1,340 | $12,126-88.9% | $10,265-86.9% | $11,601-88.4% |