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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 | $26,634 | $135,956-80.4% | $123,894-78.5% | $273,972-90.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.01% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,179 | $5,170-77.2% | $4,617-74.5% | $4,869-75.8% |
| Participant deferral / active EE | $1,975 | $6,343-68.9% | $5,984-67.0% | $5,287-62.6% |
| Admin fee / account holder | $1,410 | $9,817-85.6% | $8,357-83.1% | $10,133-86.1% |