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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 | $28,902 | $159,934-81.9% | $147,005-80.3% | $145,959-80.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.29% | 98.24%-88.0pp | 418.76%-408.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,833 | $5,287-65.3% | $4,934-62.9% | $4,661-60.7% |
| Participant deferral / active EE | $2,200 | $8,427-73.9% | $8,070-72.7% | $6,689-67.1% |
| Admin fee / account holder | $14,240 | $15,053-5.4% | $13,006+9.5% | $13,398+6.3% |