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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 | $43,838 | $88,672-50.6% | $105,223-58.3% | $82,448-46.8% |
| Participation rate | 93.2% | 67.9%+25.3pp | 75.0%+18.2pp | 68.1%+25.2pp |
| Annual return | 16.00% | 30.86%-14.9pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,445 | $3,048-52.6% | $3,689-60.8% | $2,551-43.4% |
| Participant deferral / active EE | $1,129 | $4,036-72.0% | $5,072-77.7% | $4,139-72.7% |
| Admin fee / account holder | $5,626 | $7,146-21.3% | $8,859-36.5% | $7,234-22.2% |