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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 | $39,205 | $171,272-77.1% | $127,803-69.3% | $152,897-74.4% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.0%-1.2pp | 82.5%-4.7pp |
| Annual return | 24.64% | 23.54%+1.1pp | 26.14%-1.5pp | 345.43%-320.8pp |
| Employer contribution / active EE | $2,268 | $5,451-58.4% | $4,576-50.4% | $4,764-52.4% |
| Participant deferral / active EE | $2,092 | $7,043-70.3% | $6,023-65.3% | $5,851-64.3% |
| Admin fee / account holder | $801 | $14,540-94.5% | $9,399-91.5% | $11,599-93.1% |