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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 | $59,752 | $105,145-43.2% | $94,664-36.9% | $139,466-57.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 16.22% | 38.09%-21.9pp | 156.84%-140.6pp | 373.66%-357.4pp |
| Employer contribution / active EE | $768 | $4,107-81.3% | $3,673-79.1% | $4,754-83.8% |
| Participant deferral / active EE | $1,349 | $7,599-82.3% | $7,417-81.8% | $6,712-79.9% |
| Admin fee / account holder | $1,503 | $8,972-83.3% | $7,222-79.2% | $11,409-86.8% |