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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 | $32,166 | $157,296-79.6% | $141,191-77.2% | $152,897-79.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.46% | 64.34%-39.9pp | 71.41%-47.0pp | 345.43%-321.0pp |
| Employer contribution / active EE | $1,352 | $5,262-74.3% | $4,736-71.5% | $4,764-71.6% |
| Participant deferral / active EE | $2,302 | $7,111-67.6% | $6,710-65.7% | $5,851-60.7% |
| Admin fee / account holder | $827 | $12,125-93.2% | $10,264-91.9% | $11,599-92.9% |