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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 | $43,100 | $217,427-80.2% | $185,837-76.8% | $167,518-74.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 13.98% | 148.39%-134.4pp | 122.08%-108.1pp | 478.71%-464.7pp |
| Employer contribution / active EE | $1,697 | $5,874-71.1% | $5,168-67.2% | $4,838-64.9% |
| Participant deferral / active EE | $442 | $6,357-93.1% | $5,568-92.1% | $6,342-93.0% |
| Admin fee / account holder | $11,874 | $19,816-40.1% | $16,241-26.9% | $12,312-3.6% |