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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 | $24,221 | $160,028-84.9% | $147,080-83.5% | $145,884-83.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.14% | 98.60%-81.5pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,584 | $5,286-70.0% | $4,933-67.9% | $4,662-66.0% |
| Participant deferral / active EE | $2,133 | $8,422-74.7% | $8,066-73.6% | $6,690-68.1% |
| Admin fee / account holder | $1,611 | $15,030-89.3% | $12,989-87.6% | $13,392-88.0% |