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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 | $58,445 | $211,224-72.3% | $178,505-67.3% | $145,897-59.9% |
| Participation rate | 70.6% | 80.8%-10.2pp | 77.1%-6.5pp | 80.3%-9.7pp |
| Annual return | 14.62% | 30.28%-15.7pp | 27.16%-12.5pp | 552.29%-537.7pp |
| Employer contribution / active EE | $860 | $4,577-81.2% | $3,955-78.3% | $4,663-81.6% |
| Participant deferral / active EE | $1,208 | $6,966-82.7% | $6,280-80.8% | $6,689-81.9% |
| Admin fee / account holder | $11,430 | $12,109-5.6% | $10,428+9.6% | $13,390-14.6% |