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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 | $23,158 | $111,814-79.3% | $103,378-77.6% | $145,978-84.1% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 18.83% | 24.80%-6.0pp | 24.91%-6.1pp | 550.52%-531.7pp |
| Employer contribution / active EE | $2,126 | $4,215-49.6% | $3,870-45.1% | $4,662-54.4% |
| Participant deferral / active EE | $1,249 | $5,618-77.8% | $5,058-75.3% | $6,690-81.3% |
| Admin fee / account holder | $4,842 | $9,764-50.4% | $8,401-42.4% | $13,400-63.9% |