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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 | $28,489 | $129,737-78.0% | $119,126-76.1% | $154,746-81.6% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 14.52% | 379.08%-364.6pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,181 | $4,375-73.0% | $4,034-70.7% | $4,379-73.0% |
| Participant deferral / active EE | $1,603 | $5,842-72.6% | $5,318-69.9% | $6,730-76.2% |
| Admin fee / account holder | $4,263 | $11,961-64.4% | $10,693-60.1% | $14,365-70.3% |