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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 | $68,704 | $162,967-57.8% | $135,792-49.4% | $138,895-50.5% |
| Participation rate | 73.7% | 78.3%-4.6pp | 72.6%+1.1pp | 79.9%-6.2pp |
| Annual return | 17.54% | 30.08%-12.5pp | 25.96%-8.4pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,158 | $4,211-25.0% | $3,496-9.7% | $4,194-24.7% |
| Participant deferral / active EE | $1,148 | $5,640-79.6% | $4,759-75.9% | $6,396-82.0% |
| Admin fee / account holder | $3,699 | $15,306-75.8% | $12,266-69.8% | $12,562-70.6% |