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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 | $35,324 | $181,896-80.6% | $156,551-77.4% | $273,972-87.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.78% | 30.74%-22.0pp | 32.23%-23.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,340 | $6,248-78.6% | $5,501-75.7% | $4,869-72.5% |
| Participant deferral / active EE | $1,662 | $5,550-70.0% | $4,871-65.9% | $5,287-68.6% |
| Admin fee / account holder | $39,921 | $15,560+156.6% | $13,028+206.4% | $10,133+294.0% |