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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 | $35,498 | $124,425-71.5% | $112,040-68.3% | $137,256-74.1% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 19.08% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,176 | $3,411-65.5% | $2,954-60.2% | $4,156-71.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,169 | $15,207-92.3% | $12,098-90.3% | $12,270-90.5% |