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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 | $33,253 | $165,361-79.9% | $149,715-77.8% | $158,950-79.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 10.81% | 348.24%-337.4pp | 276.66%-265.9pp | 302.91%-292.1pp |
| Employer contribution / active EE | $1,487 | $5,103-70.9% | $4,645-68.0% | $4,762-68.8% |
| Participant deferral / active EE | $2,065 | $7,182-71.2% | $6,842-69.8% | $5,983-65.5% |
| Admin fee / account holder | $1,173 | $10,808-89.1% | $9,310-87.4% | $11,248-89.6% |