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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 | $172,111-65.9% | $150,298-60.9% | $137,256-57.2% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 18.39% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,157 | $4,636-31.9% | $4,154-24.0% | $4,156-24.0% |
| Participant deferral / active EE | $1,128 | $6,166-81.7% | $5,453-79.3% | $6,407-82.4% |
| Admin fee / account holder | $1,252 | $16,471-92.4% | $14,116-91.1% | $12,270-89.8% |