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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 | $62,698 | $96,558-35.1% | $80,977-22.6% | $273,972-77.1% |
| Participation rate | 70.0% | 79.1%-9.1pp | 75.8%-5.8pp | 83.0%-13.0pp |
| Annual return | 34.35% | 15.14%+19.2pp | 17.11%+17.2pp | 41.46%-7.1pp |
| Employer contribution / active EE | $1,027 | $4,869-78.9% | $3,715-72.3% | $4,869-78.9% |
| Participant deferral / active EE | $1,220 | $6,598-81.5% | $5,696-78.6% | $5,287-76.9% |
| Admin fee / account holder | $3,500 | $7,493-53.3% | $5,517-36.6% | $10,133-65.5% |