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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 | $60,764 | $157,304-61.4% | $141,197-57.0% | $152,909-60.3% |
| Participation rate | 70.8% | 84.8%-14.0pp | 82.5%-11.6pp | 82.5%-11.6pp |
| Annual return | 20.17% | 64.34%-44.2pp | 71.41%-51.2pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,250 | $5,263-76.2% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $303 | $7,111-95.7% | $6,710-95.5% | $5,851-94.8% |
| Admin fee / account holder | $6,970 | $12,126-42.5% | $10,265-32.1% | $11,601-39.9% |