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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 | $29,682 | $157,296-81.1% | $141,191-79.0% | $152,897-80.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 32.54% | 64.34%-31.8pp | 71.41%-38.9pp | 345.43%-312.9pp |
| Employer contribution / active EE | $4,553 | $5,262-13.5% | $4,736-3.9% | $4,764-4.4% |
| Participant deferral / active EE | $1,783 | $7,111-74.9% | $6,710-73.4% | $5,851-69.5% |
| Admin fee / account holder | $4,664 | $12,125-61.5% | $10,264-54.6% | $11,599-59.8% |