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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 | $35,632 | $154,159-76.9% | $130,026-72.6% | $139,456-74.4% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 16.66% | 32.50%-15.8pp | -137.26%+153.9pp | 373.45%-356.8pp |
| Employer contribution / active EE | $1,418 | $5,292-73.2% | $4,321-67.2% | $4,753-70.2% |
| Participant deferral / active EE | $1,934 | $6,710-71.2% | $5,821-66.8% | $6,711-71.2% |
| Admin fee / account holder | $2,264 | $14,001-83.8% | $10,608-78.7% | $11,407-80.2% |