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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 | $92,830 | $114,013-18.6% | $103,693-10.5% | $155,188-40.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.7pp | 80.8%+2.5pp |
| Annual return | 10.37% | 49.31%-38.9pp | 47.61%-37.2pp | 148.84%-138.5pp |
| Employer contribution / active EE | $474 | $3,131-84.9% | $2,920-83.8% | $4,248-88.8% |
| Participant deferral / active EE | $458 | $4,970-90.8% | $4,579-90.0% | $6,531-93.0% |
| Admin fee / account holder | $1,000 | $8,407-88.1% | $7,858-87.3% | $14,480-93.1% |