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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 | $58,729 | $174,379-66.3% | $152,093-61.4% | $138,895-57.7% |
| Participation rate | 78.6% | 81.6%-3.1pp | 77.8%+0.8pp | 79.9%-1.3pp |
| Annual return | 18.39% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,157 | $4,652-32.1% | $4,175-24.4% | $4,194-24.7% |
| Participant deferral / active EE | $1,128 | $6,159-81.7% | $5,451-79.3% | $6,396-82.4% |
| Admin fee / account holder | $1,252 | $16,880-92.6% | $14,497-91.4% | $12,562-90.0% |