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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 | $36,209 | $103,038-64.9% | $90,324-59.9% | $152,909-76.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 16.23% | 95.25%-79.0pp | 78.15%-61.9pp | 345.46%-329.2pp |
| Employer contribution / active EE | $1,398 | $3,141-55.5% | $2,856-51.1% | $4,764-70.7% |
| Participant deferral / active EE | $683 | $4,282-84.1% | $3,885-82.4% | $5,851-88.3% |
| Admin fee / account holder | $4,556 | $6,177-26.2% | $5,356-14.9% | $11,601-60.7% |