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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 | $36,865 | $168,635-78.1% | $147,617-75.0% | $125,389-70.6% |
| Participation rate | 91.3% | 88.8%+2.5pp | 84.6%+6.7pp | 83.2%+8.1pp |
| Annual return | 1.17% | 77.65%-76.5pp | 61.98%-60.8pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,631 | $6,252-73.9% | $5,564-70.7% | $4,866-66.5% |
| Participant deferral / active EE | $800 | $5,507-85.5% | $4,895-83.6% | $5,352-85.0% |
| Admin fee / account holder | $975 | $13,580-92.8% | $11,612-91.6% | $9,541-89.8% |