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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 | $29,293 | $154,228-81.0% | $145,433-79.9% | $137,256-78.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.17% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,321 | $4,804-51.7% | $4,554-49.0% | $4,156-44.2% |
| Participant deferral / active EE | $2,400 | $8,216-70.8% | $7,897-69.6% | $6,407-62.5% |
| Admin fee / account holder | $3,070 | $14,344-78.6% | $13,129-76.6% | $12,270-75.0% |