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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 | $45,117 | $166,020-72.8% | $164,866-72.6% | $145,959-69.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 14.02% | 100.08%-86.1pp | 69.97%-55.9pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,240 | $5,275-76.5% | $4,343-71.4% | $4,661-73.4% |
| Participant deferral / active EE | $1,791 | $6,961-74.3% | $6,033-70.3% | $6,689-73.2% |
| Admin fee / account holder | $628 | $16,644-96.2% | $12,689-95.0% | $13,398-95.3% |