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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 | $40,952 | $110,410-62.9% | $102,437-60.0% | $145,897-71.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.65% | 24.85%-15.2pp | 24.95%-15.3pp | 552.29%-542.6pp |
| Employer contribution / active EE | $923 | $4,217-78.1% | $3,871-76.2% | $4,663-80.2% |
| Participant deferral / active EE | $1,235 | $5,622-78.0% | $5,060-75.6% | $6,689-81.5% |
| Admin fee / account holder | $7,330 | $9,745-24.8% | $8,388-12.6% | $13,390-45.3% |