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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 | $134,817-83.2% | $123,973-81.7% | $155,188-85.4% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.7%-6.7pp | 80.8%-10.8pp |
| Annual return | 11.99% | 515.49%-503.5pp | 388.13%-376.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $1,107 | $4,425-75.0% | $4,126-73.2% | $4,248-73.9% |
| Participant deferral / active EE | $1,697 | $5,706-70.3% | $5,247-67.7% | $6,531-74.0% |
| Admin fee / account holder | $7,391 | $13,245-44.2% | $11,799-37.4% | $14,480-49.0% |