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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 | $30,969 | $181,062-82.9% | $158,223-80.4% | $155,188-80.0% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 14.79% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,134 | $4,565-75.2% | $4,109-72.4% | $4,248-73.3% |
| Participant deferral / active EE | $1,707 | $6,134-72.2% | $5,467-68.8% | $6,531-73.9% |
| Admin fee / account holder | $7,237 | $18,825-61.6% | $16,047-54.9% | $14,480-50.0% |