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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 | $58,814 | $104,251-43.6% | $91,004-35.4% | $147,586-60.1% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.6%+6.7pp | 82.8%-0.5pp |
| Annual return | 17.44% | 27.06%-9.6pp | 4.60%+12.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $647 | $3,116-79.2% | $2,456-73.7% | $4,876-86.7% |
| Participant deferral / active EE | $718 | $4,195-82.9% | $3,548-79.8% | $5,439-86.8% |
| Admin fee / account holder | $849 | $8,948-90.5% | $5,417-84.3% | $10,886-92.2% |