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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 | $74,485 | $115,903-35.7% | $100,528-25.9% | $158,966-53.1% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+8.9pp |
| Annual return | 19.19% | 34.80%-15.6pp | 30.90%-11.7pp | 302.95%-283.8pp |
| Employer contribution / active EE | $3,285 | $4,105-20.0% | $3,419-3.9% | $4,762-31.0% |
| Participant deferral / active EE | $932 | $6,677-86.0% | $6,271-85.1% | $5,983-84.4% |
| Admin fee / account holder | $2,968 | $11,000-73.0% | $8,084-63.3% | $11,250-73.6% |