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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 | $74,738 | $107,941-30.8% | $91,994-18.8% | $152,897-51.1% |
| Participation rate | 85.0% | 81.2%+3.8pp | 78.6%+6.4pp | 82.5%+2.5pp |
| Annual return | 23.70% | 89.28%-65.6pp | 69.04%-45.3pp | 345.43%-321.7pp |
| Employer contribution / active EE | $842 | $4,212-80.0% | $3,453-75.6% | $4,764-82.3% |
| Participant deferral / active EE | $1,661 | $6,366-73.9% | $5,924-72.0% | $5,851-71.6% |
| Admin fee / account holder | $1,743 | $10,521-83.4% | $7,744-77.5% | $11,599-85.0% |