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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 | $22,686 | $129,737-82.5% | $119,126-81.0% | $154,746-85.3% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 11.99% | 379.08%-367.1pp | 282.11%-270.1pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,107 | $4,375-74.7% | $4,034-72.6% | $4,379-74.7% |
| Participant deferral / active EE | $1,697 | $5,842-71.0% | $5,318-68.1% | $6,730-74.8% |
| Admin fee / account holder | $7,391 | $11,961-38.2% | $10,693-30.9% | $14,365-48.5% |