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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 | $67,850 | $166,089-59.1% | $164,928-58.9% | $145,978-53.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 13.53% | 100.26%-86.7pp | 70.08%-56.5pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,449 | $5,276-72.5% | $4,343-66.6% | $4,662-68.9% |
| Participant deferral / active EE | $447 | $6,961-93.6% | $6,034-92.6% | $6,690-93.3% |
| Admin fee / account holder | $591 | $16,641-96.4% | $12,684-95.3% | $13,400-95.6% |