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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 | $25,844 | $165,399-84.4% | $149,745-82.7% | $158,982-83.7% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 14.90% | 348.34%-333.4pp | 276.72%-261.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,316 | $5,105-74.2% | $4,646-71.7% | $4,763-72.4% |
| Participant deferral / active EE | $1,900 | $7,183-73.6% | $6,843-72.2% | $5,983-68.3% |
| Admin fee / account holder | $2,068 | $10,811-80.9% | $9,312-77.8% | $11,252-81.6% |