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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 | $51,906 | $157,304-67.0% | $141,197-63.2% | $152,909-66.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 15.36% | 64.34%-49.0pp | 71.41%-56.0pp | 345.46%-330.1pp |
| Employer contribution / active EE | $1,302 | $5,263-75.3% | $4,736-72.5% | $4,764-72.7% |
| Participant deferral / active EE | $1,821 | $7,111-74.4% | $6,710-72.9% | $5,851-68.9% |
| Admin fee / account holder | $24,575 | $12,126+102.7% | $10,265+139.4% | $11,601+111.8% |