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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 | $29,274 | $166,242-82.4% | $165,071-82.3% | $145,884-79.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.38% | 100.44%-90.1pp | 70.17%-59.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,644 | $5,283-49.9% | $4,347-39.2% | $4,662-43.3% |
| Participant deferral / active EE | $183 | $6,964-97.4% | $6,035-97.0% | $6,690-97.3% |
| Admin fee / account holder | $313 | $16,658-98.1% | $12,695-97.5% | $13,392-97.7% |