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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 | $69,477 | $201,264-65.5% | $184,185-62.3% | $145,978-52.4% |
| Participation rate | 82.6% | 87.5%-4.9pp | 86.8%-4.2pp | 80.3%+2.3pp |
| Annual return | 16.31% | 29.00%-12.7pp | 28.81%-12.5pp | 550.52%-534.2pp |
| Employer contribution / active EE | $3,043 | $7,021-56.6% | $6,426-52.6% | $4,662-34.7% |
| Participant deferral / active EE | $1,953 | $9,806-80.1% | $9,132-78.6% | $6,690-70.8% |
| Admin fee / account holder | $927 | $16,376-94.3% | $13,909-93.3% | $13,400-93.1% |