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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 | $39,146 | $176,077-77.8% | $159,455-75.5% | $167,518-76.6% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.50% | 331.83%-315.3pp | 263.63%-247.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $1,114 | $5,298-79.0% | $4,830-76.9% | $4,838-77.0% |
| Participant deferral / active EE | $2,253 | $7,751-70.9% | $7,353-69.4% | $6,342-64.5% |
| Admin fee / account holder | $1,310 | $12,556-89.6% | $10,800-87.9% | $12,312-89.4% |