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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 | $31,006 | $162,529-80.9% | $130,788-76.3% | $154,746-80.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 13.93% | 510.48%-496.5pp | 386.44%-372.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,787 | $4,447-59.8% | $3,558-49.8% | $4,379-59.2% |
| Participant deferral / active EE | $414 | $4,808-91.4% | $4,137-90.0% | $6,730-93.9% |
| Admin fee / account holder | $1,871 | $7,669-75.6% | $6,673-72.0% | $14,365-87.0% |