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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 | $50,831 | $157,296-67.7% | $141,191-64.0% | $152,897-66.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 20.49% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,255 | $5,262-76.1% | $4,736-73.5% | $4,764-73.7% |
| Participant deferral / active EE | $1,919 | $7,111-73.0% | $6,710-71.4% | $5,851-67.2% |
| Admin fee / account holder | $2,903 | $12,125-76.1% | $10,264-71.7% | $11,599-75.0% |