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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 | $117,829-58.4% | $102,423-52.1% | $145,877-66.4% |
| Participation rate | 78.3% | 78.6%-0.4pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 14.60% | 31.83%-17.2pp | 29.42%-14.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,105 | $3,615-69.4% | $3,023-63.5% | $4,663-76.3% |
| Participant deferral / active EE | $1,029 | $5,732-82.0% | $5,054-79.6% | $6,691-84.6% |
| Admin fee / account holder | $1,226 | $13,335-90.8% | $9,455-87.0% | $13,402-90.8% |