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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 | $38,089 | $126,661-69.9% | $113,397-66.4% | $138,895-72.6% |
| Participation rate | 72.2% | 79.4%-7.2pp | 76.5%-4.3pp | 79.9%-7.7pp |
| Annual return | 16.98% | 25.05%-8.1pp | 23.20%-6.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,294 | $3,456-62.6% | $2,977-56.5% | $4,194-69.2% |
| Participant deferral / active EE | $1,837 | $5,693-67.7% | $5,076-63.8% | $6,396-71.3% |
| Admin fee / account holder | $1,217 | $14,549-91.6% | $11,957-89.8% | $12,562-90.3% |