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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 | $33,123 | $134,817-75.4% | $123,973-73.3% | $155,188-78.7% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.7%-6.7pp | 80.8%-10.8pp |
| Annual return | 9.10% | 515.49%-506.4pp | 388.13%-379.0pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,460 | $4,425-67.0% | $4,126-64.6% | $4,248-65.6% |
| Participant deferral / active EE | $1,402 | $5,706-75.4% | $5,247-73.3% | $6,531-78.5% |
| Admin fee / account holder | $13,026 | $13,245-1.7% | $11,799+10.4% | $14,480-10.0% |