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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 | $45,198 | $199,109-77.3% | $173,730-74.0% | $154,746-70.8% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.6%-1.8pp | 80.7%-2.9pp |
| Annual return | 8.79% | 20.02%-11.2pp | 19.96%-11.2pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,645 | $5,311-69.0% | $4,577-64.1% | $4,379-62.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,284 | $20,916-22.1% | $17,523-7.1% | $14,365+13.4% |