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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 | $40,155 | $181,896-77.9% | $156,551-74.4% | $273,972-85.3% |
| Participation rate | 73.3% | 88.4%-15.1pp | 84.0%-10.7pp | 83.0%-9.7pp |
| Annual return | 7.51% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,778 | $6,248-71.5% | $5,501-67.7% | $4,869-63.5% |
| Participant deferral / active EE | $857 | $5,550-84.6% | $4,871-82.4% | $5,287-83.8% |
| Admin fee / account holder | $2,003 | $15,560-87.1% | $13,028-84.6% | $10,133-80.2% |