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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 | $31,006 | $209,425-85.2% | $178,499-82.6% | $158,966-80.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.55% | 188.80%-176.2pp | 151.10%-138.6pp | 302.95%-290.4pp |
| Employer contribution / active EE | $1,195 | $5,707-79.1% | $5,011-76.1% | $4,762-74.9% |
| Participant deferral / active EE | $1,246 | $5,955-79.1% | $5,202-76.0% | $5,983-79.2% |
| Admin fee / account holder | $3,622 | $17,078-78.8% | $13,986-74.1% | $11,250-67.8% |