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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 | $34,978 | $166,268-79.0% | $165,100-78.8% | $145,897-76.0% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.0pp |
| Annual return | 13.50% | 100.52%-87.0pp | 70.21%-56.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,527 | $5,284-71.1% | $4,348-64.9% | $4,663-67.3% |
| Participant deferral / active EE | $1,753 | $6,964-74.8% | $6,035-71.0% | $6,689-73.8% |
| Admin fee / account holder | $4,624 | $16,659-72.2% | $12,696-63.6% | $13,390-65.5% |