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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 | $40,356 | $148,629-72.8% | $135,982-70.3% | $139,487-71.1% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 19.74% | 79.33%-59.6pp | 68.32%-48.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $1,022 | $5,247-80.5% | $4,859-79.0% | $4,755-78.5% |
| Participant deferral / active EE | $1,116 | $8,102-86.2% | $7,760-85.6% | $6,713-83.4% |
| Admin fee / account holder | $3,541 | $12,406-71.5% | $10,767-67.1% | $11,407-69.0% |