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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 | $35,595 | $148,629-76.1% | $135,982-73.8% | $139,487-74.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 13.84% | 79.33%-65.5pp | 68.32%-54.5pp | 373.84%-360.0pp |
| Employer contribution / active EE | $1,350 | $5,247-74.3% | $4,859-72.2% | $4,755-71.6% |
| Participant deferral / active EE | $2,224 | $8,102-72.5% | $7,760-71.3% | $6,713-66.9% |
| Admin fee / account holder | $7,396 | $12,406-40.4% | $10,767-31.3% | $11,407-35.2% |