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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 | $34,414 | $157,276-78.1% | $141,177-75.6% | $152,885-77.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 24.06% | 64.33%-40.3pp | 71.40%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $1,088 | $5,262-79.3% | $4,736-77.0% | $4,763-77.2% |
| Participant deferral / active EE | $1,351 | $7,110-81.0% | $6,710-79.9% | $5,851-76.9% |
| Admin fee / account holder | $317 | $12,123-97.4% | $10,263-96.9% | $11,598-97.3% |