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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 | $55,701 | $157,304-64.6% | $141,197-60.6% | $152,909-63.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 17.47% | 64.34%-46.9pp | 71.41%-53.9pp | 345.46%-328.0pp |
| Employer contribution / active EE | $2,732 | $5,263-48.1% | $4,736-42.3% | $4,764-42.7% |
| Participant deferral / active EE | $1,104 | $7,111-84.5% | $6,710-83.6% | $5,851-81.1% |
| Admin fee / account holder | $1,105 | $12,126-90.9% | $10,265-89.2% | $11,601-90.5% |