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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 | $34,633 | $172,111-79.9% | $150,298-77.0% | $137,256-74.8% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 11.44% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $15,042 | $4,636+224.4% | $4,154+262.1% | $4,156+261.9% |
| Participant deferral / active EE | $230 | $6,166-96.3% | $5,453-95.8% | $6,407-96.4% |
| Admin fee / account holder | $1,642 | $16,471-90.0% | $14,116-88.4% | $12,270-86.6% |