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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 | $49,031 | $117,895-58.4% | $102,460-52.1% | $145,897-66.4% |
| Participation rate | 78.3% | 78.6%-0.4pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 14.60% | 31.92%-17.3pp | 29.47%-14.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,105 | $3,619-69.5% | $3,025-63.5% | $4,663-76.3% |
| Participant deferral / active EE | $1,029 | $5,736-82.1% | $5,056-79.6% | $6,689-84.6% |
| Admin fee / account holder | $1,226 | $13,353-90.8% | $9,460-87.0% | $13,390-90.8% |