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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 | $35,280 | $202,460-82.6% | $169,385-79.2% | $139,456-74.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 10.50% | 532.07%-521.6pp | 405.82%-395.3pp | 373.45%-363.0pp |
| Employer contribution / active EE | $844 | $4,691-82.0% | $4,012-79.0% | $4,753-82.2% |
| Participant deferral / active EE | $690 | $6,938-90.0% | $6,221-88.9% | $6,711-89.7% |
| Admin fee / account holder | $419 | $10,719-96.1% | $9,011-95.4% | $11,407-96.3% |