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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 | $57,441 | $181,896-68.4% | $156,551-63.3% | $273,972-79.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.44% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,370 | $6,248-46.1% | $5,501-38.7% | $4,869-30.8% |
| Participant deferral / active EE | $300 | $5,550-94.6% | $4,871-93.8% | $5,287-94.3% |
| Admin fee / account holder | $381 | $15,560-97.5% | $13,028-97.1% | $10,133-96.2% |