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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 | $53,210 | $124,425-57.2% | $112,040-52.5% | $137,256-61.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 16.01% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $925 | $3,411-72.9% | $2,954-68.7% | $4,156-77.7% |
| Participant deferral / active EE | $588 | $5,718-89.7% | $5,098-88.5% | $6,407-90.8% |
| Admin fee / account holder | $1,203 | $15,207-92.1% | $12,098-90.1% | $12,270-90.2% |