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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 | $39,300 | $183,627-78.6% | $155,602-74.7% | $145,978-73.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.5pp |
| Annual return | 16.17% | 61.32%-45.1pp | 64.81%-48.6pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,349 | $5,316-74.6% | $4,675-71.1% | $4,662-71.1% |
| Participant deferral / active EE | $1,446 | $6,466-77.6% | $5,629-74.3% | $6,690-78.4% |
| Admin fee / account holder | $24,449 | $19,327+26.5% | $15,923+53.5% | $13,400+82.5% |