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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 | $27,093 | $201,344-86.5% | $184,243-85.3% | $145,877-81.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.44% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,989 | $9,807-79.7% | $9,132-78.2% | $6,691-70.3% |
| Admin fee / account holder | $1,253 | $16,382-92.3% | $13,914-91.0% | $13,402-90.6% |