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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 | $29,430 | $154,228-80.9% | $145,433-79.8% | $137,256-78.6% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 19.12% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,781 | $4,804-62.9% | $4,554-60.9% | $4,156-57.1% |
| Participant deferral / active EE | $2,327 | $8,216-71.7% | $7,897-70.5% | $6,407-63.7% |
| Admin fee / account holder | $692 | $14,344-95.2% | $13,129-94.7% | $12,270-94.4% |