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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 | $47,225 | $196,972-76.0% | $182,262-74.1% | $198,609-76.2% |
| Participation rate | 78.9% | 85.7%-6.7pp | 84.2%-5.3pp | 82.4%-3.4pp |
| Annual return | 17.97% | 158.27%-140.3pp | 140.60%-122.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $1,795 | $5,364-66.5% | $5,046-64.4% | $5,055-64.5% |
| Participant deferral / active EE | $3,084 | $8,643-64.3% | $8,276-62.7% | $6,977-55.8% |
| Admin fee / account holder | $1,659 | $18,429-91.0% | $16,712-90.1% | $19,030-91.3% |