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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 | $58,371 | $160,070-63.5% | $147,117-60.3% | $145,897-60.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 16.54% | 98.69%-82.2pp | 420.54%-404.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,028 | $5,285-80.5% | $4,932-79.2% | $4,663-77.9% |
| Participant deferral / active EE | $2,510 | $8,419-70.2% | $8,065-68.9% | $6,689-62.5% |
| Admin fee / account holder | $2,955 | $15,035-80.3% | $12,993-77.3% | $13,390-77.9% |