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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 | $26,701 | $157,304-83.0% | $141,197-81.1% | $152,909-82.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 18.86% | 64.34%-45.5pp | 71.41%-52.5pp | 345.46%-326.6pp |
| Employer contribution / active EE | $1,527 | $5,263-71.0% | $4,736-67.8% | $4,764-67.9% |
| Participant deferral / active EE | $2,154 | $7,111-69.7% | $6,710-67.9% | $5,851-63.2% |
| Admin fee / account holder | $2,967 | $12,126-75.5% | $10,265-71.1% | $11,601-74.4% |