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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 | $29,169 | $165,361-82.4% | $149,715-80.5% | $158,950-81.6% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 8.79% | 348.24%-339.5pp | 276.66%-267.9pp | 302.91%-294.1pp |
| Employer contribution / active EE | $2,088 | $5,103-59.1% | $4,645-55.0% | $4,762-56.2% |
| Participant deferral / active EE | $1,793 | $7,182-75.0% | $6,842-73.8% | $5,983-70.0% |
| Admin fee / account holder | $19,695 | $10,808+82.2% | $9,310+111.6% | $11,248+75.1% |