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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 | $46,671 | $104,251-55.2% | $91,004-48.7% | $147,586-68.4% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 12.29% | 27.06%-14.8pp | 4.60%+7.7pp | 578.59%-566.3pp |
| Employer contribution / active EE | $911 | $3,116-70.8% | $2,456-62.9% | $4,876-81.3% |
| Participant deferral / active EE | $1,043 | $4,195-75.1% | $3,548-70.6% | $5,439-80.8% |
| Admin fee / account holder | $633 | $8,948-92.9% | $5,417-88.3% | $10,886-94.2% |