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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 | $27,945 | $111,535-74.9% | $105,223-73.4% | $137,256-79.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 15.24% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,058 | $3,939-73.1% | $3,689-71.3% | $4,156-74.5% |
| Participant deferral / active EE | $889 | $5,500-83.8% | $5,072-82.5% | $6,407-86.1% |
| Admin fee / account holder | $1,853 | $9,721-80.9% | $8,859-79.1% | $12,270-84.9% |