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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 | $81,887 | $124,425-34.2% | $112,040-26.9% | $137,256-40.3% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 11.21% | 24.72%-13.5pp | 24.52%-13.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $988 | $3,411-71.0% | $2,954-66.6% | $4,156-76.2% |
| Participant deferral / active EE | $1,038 | $5,718-81.8% | $5,098-79.6% | $6,407-83.8% |
| Admin fee / account holder | $30,077 | $15,207+97.8% | $12,098+148.6% | $12,270+145.1% |