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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 | $62,639 | $110,379-43.3% | $102,412-38.8% | $145,884-57.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.34% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $13,631 | $4,216+223.3% | $3,870+252.2% | $4,662+192.4% |
| Participant deferral / active EE | $1,034 | $5,622-81.6% | $5,060-79.6% | $6,690-84.5% |
| Admin fee / account holder | $11,004 | $9,745+12.9% | $8,388+31.2% | $13,392-17.8% |