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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 | $54,202 | $98,776-45.1% | $149,745-63.8% | $79,856-32.1% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.4pp |
| Annual return | 21.01% | 27.38%-6.4pp | 276.72%-255.7pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,049 | $3,217-67.4% | $4,646-77.4% | $2,471-57.5% |
| Participant deferral / active EE | $1,917 | $5,681-66.3% | $6,843-72.0% | $3,741-48.8% |
| Admin fee / account holder | $1,581 | $6,053-73.9% | $9,312-83.0% | $5,306-70.2% |