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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 | $35,094 | $202,342-82.7% | $172,752-79.7% | $152,897-77.0% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 15.52% | 1029.83%-1014.3pp | 802.97%-787.5pp | 345.43%-329.9pp |
| Employer contribution / active EE | $1,986 | $5,858-66.1% | $5,144-61.4% | $4,764-58.3% |
| Participant deferral / active EE | $1,818 | $5,948-69.4% | $5,198-65.0% | $5,851-68.9% |
| Admin fee / account holder | $2,532 | $17,111-85.2% | $13,955-81.9% | $11,599-78.2% |