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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 | $20,792 | $71,809-71.0% | $61,048-65.9% | $152,897-86.4% |
| Participation rate | 91.7% | 84.2%+7.5pp | 79.3%+12.4pp | 82.5%+9.2pp |
| Annual return | 20.28% | 29.74%-9.5pp | 26.18%-5.9pp | 345.43%-325.2pp |
| Employer contribution / active EE | $3,300 | $4,545-27.4% | $3,716-11.2% | $4,764-30.7% |
| Participant deferral / active EE | $1,371 | $5,467-74.9% | $4,470-69.3% | $5,851-76.6% |
| Admin fee / account holder | $1,223 | $4,750-74.2% | $3,728-67.2% | $11,599-89.5% |