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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 | $58,362 | $127,386-54.2% | $115,037-49.3% | $125,388-53.5% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | 1.33% | 31.28%-29.9pp | 26.14%-24.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,254 | $5,166-75.7% | $4,608-72.8% | $4,866-74.2% |
| Participant deferral / active EE | $1,851 | $6,423-71.2% | $6,026-69.3% | $5,352-65.4% |
| Admin fee / account holder | $951 | $9,516-90.0% | $8,175-88.4% | $9,541-90.0% |