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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 | $31,403 | $168,636-81.4% | $147,618-78.7% | $125,388-75.0% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | 1.94% | 77.65%-75.7pp | 61.98%-60.0pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,445 | $6,252-76.9% | $5,565-74.0% | $4,866-70.3% |
| Participant deferral / active EE | $533 | $5,507-90.3% | $4,895-89.1% | $5,352-90.0% |
| Admin fee / account holder | $1,207 | $13,580-91.1% | $11,612-89.6% | $9,541-87.3% |