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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 | $31,828 | $183,592-82.7% | $155,574-79.5% | $145,877-78.2% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 9.44% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,617 | $5,317-69.6% | $4,676-65.4% | $4,663-65.3% |
| Participant deferral / active EE | $1,604 | $6,466-75.2% | $5,629-71.5% | $6,691-76.0% |
| Admin fee / account holder | $2,895 | $19,316-85.0% | $15,914-81.8% | $13,402-78.4% |