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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 | $17,312 | $183,539-90.6% | $155,556-88.9% | $145,897-88.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.60% | 61.31%-45.7pp | 64.84%-49.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,281 | $5,315-75.9% | $4,675-72.6% | $4,663-72.5% |
| Participant deferral / active EE | $1,689 | $6,467-73.9% | $5,631-70.0% | $6,689-74.7% |
| Admin fee / account holder | $2,387 | $19,275-87.6% | $15,885-85.0% | $13,390-82.2% |