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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 | $44,653 | $172,111-74.1% | $150,298-70.3% | $137,256-67.5% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 24.03% | 69.37%-45.3pp | 62.79%-38.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,693 | $4,636-63.5% | $4,154-59.2% | $4,156-59.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $368 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |