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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 | $27,584 | $148,623-81.4% | $135,974-79.7% | $139,466-80.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 65.52% | 79.30%-13.8pp | 68.30%-2.8pp | 373.66%-308.1pp |
| Employer contribution / active EE | $1,028 | $5,246-80.4% | $4,859-78.9% | $4,754-78.4% |
| Participant deferral / active EE | $2,110 | $8,103-74.0% | $7,760-72.8% | $6,712-68.6% |
| Admin fee / account holder | $958 | $12,406-92.3% | $10,767-91.1% | $11,409-91.6% |