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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 | $105,713 | $135,956-22.2% | $123,894-14.7% | $273,972-61.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.11% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,502 | $5,170-70.9% | $4,617-67.5% | $4,869-69.2% |
| Participant deferral / active EE | $1,830 | $6,343-71.1% | $5,984-69.4% | $5,287-65.4% |
| Admin fee / account holder | $2,813 | $9,817-71.4% | $8,357-66.3% | $10,133-72.2% |