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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 | $213,785-78.9% | $185,441-75.6% | $155,188-70.9% |
| Participation rate | 77.8% | 83.2%-5.4pp | 80.3%-2.5pp | 80.8%-3.0pp |
| Annual return | 8.79% | 19.97%-11.2pp | 20.16%-11.4pp | 148.84%-140.0pp |
| Employer contribution / active EE | $1,645 | $5,393-69.5% | $4,672-64.8% | $4,248-61.3% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,284 | $21,134-23.0% | $17,890-9.0% | $14,480+12.5% |