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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 | $211,239-72.3% | $178,528-67.3% | $145,877-59.9% |
| Participation rate | 70.6% | 80.8%-10.2pp | 77.1%-6.5pp | 80.3%-9.7pp |
| Annual return | 14.62% | 30.22%-15.6pp | 27.11%-12.5pp | 551.28%-536.7pp |
| Employer contribution / active EE | $860 | $4,570-81.2% | $3,950-78.2% | $4,663-81.6% |
| Participant deferral / active EE | $1,208 | $6,963-82.7% | $6,278-80.8% | $6,691-81.9% |
| Admin fee / account holder | $11,430 | $12,095-5.5% | $10,419+9.7% | $13,402-14.7% |