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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 | $34,309 | $157,296-78.2% | $141,191-75.7% | $152,897-77.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 15.31% | 64.34%-49.0pp | 71.41%-56.1pp | 345.43%-330.1pp |
| Employer contribution / active EE | $1,277 | $5,262-75.7% | $4,736-73.0% | $4,764-73.2% |
| Participant deferral / active EE | $2,091 | $7,111-70.6% | $6,710-68.8% | $5,851-64.3% |
| Admin fee / account holder | $1,255 | $12,125-89.6% | $10,264-87.8% | $11,599-89.2% |