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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 | $32,993 | $165,381-80.1% | $149,730-78.0% | $158,966-79.2% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 12.76% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.2pp |
| Employer contribution / active EE | $1,461 | $5,104-71.4% | $4,645-68.5% | $4,762-69.3% |
| Participant deferral / active EE | $1,599 | $7,182-77.7% | $6,843-76.6% | $5,983-73.3% |
| Admin fee / account holder | $433 | $10,809-96.0% | $9,310-95.3% | $11,250-96.1% |