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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 | $67,074 | $104,098-35.6% | $140,514-52.3% | $94,015-28.7% |
| Participation rate | 74.3% | 73.7%+0.6pp | 77.8%-3.5pp | 70.8%+3.5pp |
| Annual return | 21.90% | 15.14%+6.8pp | 14.36%+7.5pp | 17.84%+4.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,436 | $4,033-64.4% | $4,919-70.8% | $4,249-66.2% |
| Admin fee / account holder | $1,797 | $10,439-82.8% | $13,697-86.9% | $8,951-79.9% |