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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 | $95,532 | $107,368-11.0% | $92,915+2.8% | $152,909-37.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 21.04% | 145.64%-124.6pp | 109.45%-88.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,279 | $4,222-69.7% | $3,653-65.0% | $4,764-73.2% |
| Participant deferral / active EE | $1,279 | $4,848-73.6% | $4,238-69.8% | $5,851-78.2% |
| Admin fee / account holder | $5,775 | $7,082-18.5% | $5,796-0.4% | $11,601-50.2% |