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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 | $51,090 | $217,432-76.5% | $185,849-72.5% | $167,536-69.5% |
| Participation rate | 70.6% | 86.1%-15.5pp | 81.7%-11.1pp | 82.1%-11.5pp |
| Annual return | 16.43% | 148.42%-132.0pp | 122.10%-105.7pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,305 | $5,875-77.8% | $5,169-74.8% | $4,839-73.0% |
| Participant deferral / active EE | $2,187 | $6,357-65.6% | $5,569-60.7% | $6,342-65.5% |
| Admin fee / account holder | $758 | $19,818-96.2% | $16,244-95.3% | $12,315-93.8% |