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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 | $64,844 | $138,075-53.0% | $123,552-47.5% | $135,379-52.1% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | 8.05% | 153.70%-145.6pp | 119.20%-111.2pp | 519.79%-511.7pp |
| Employer contribution / active EE | $1,939 | $5,152-62.4% | $4,628-58.1% | $4,779-59.4% |
| Participant deferral / active EE | $844 | $6,800-87.6% | $6,426-86.9% | $5,609-85.0% |
| Admin fee / account holder | $556 | $10,917-94.9% | $9,285-94.0% | $10,828-94.9% |