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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 | $66,100 | $172,111-61.6% | $150,298-56.0% | $137,256-51.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.97% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,935 | $4,636-36.7% | $4,154-29.3% | $4,156-29.4% |
| Participant deferral / active EE | $250 | $6,166-95.9% | $5,453-95.4% | $6,407-96.1% |
| Admin fee / account holder | $302 | $16,471-98.2% | $14,116-97.9% | $12,270-97.5% |