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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 | $52,091 | $111,814-53.4% | $103,378-49.6% | $145,978-64.3% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 13.18% | 24.80%-11.6pp | 24.91%-11.7pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,982 | $4,215-53.0% | $3,870-48.8% | $4,662-57.5% |
| Participant deferral / active EE | $663 | $5,618-88.2% | $5,058-86.9% | $6,690-90.1% |
| Admin fee / account holder | $1,053 | $9,764-89.2% | $8,401-87.5% | $13,400-92.1% |