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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 | $57,362 | $108,911-47.3% | $100,392-42.9% | $145,884-60.7% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.81% | 58.23%-45.4pp | 49.45%-36.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,555 | $4,420-64.8% | $3,941-60.5% | $4,662-66.6% |
| Participant deferral / active EE | $2,257 | $8,459-73.3% | $8,090-72.1% | $6,690-66.3% |
| Admin fee / account holder | $3,036 | $9,698-68.7% | $7,904-61.6% | $13,392-77.3% |