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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 | $29,470 | $157,296-81.3% | $141,191-79.1% | $152,897-80.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 19.47% | 64.34%-44.9pp | 71.41%-51.9pp | 345.43%-326.0pp |
| Employer contribution / active EE | $1,241 | $5,262-76.4% | $4,736-73.8% | $4,764-73.9% |
| Participant deferral / active EE | $2,276 | $7,111-68.0% | $6,710-66.1% | $5,851-61.1% |
| Admin fee / account holder | $797 | $12,125-93.4% | $10,264-92.2% | $11,599-93.1% |