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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 | $54,928 | $201,370-72.7% | $184,256-70.2% | $145,897-62.4% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 11.26% | 29.05%-17.8pp | 28.85%-17.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,550 | $7,024-77.9% | $6,427-75.9% | $4,663-66.8% |
| Participant deferral / active EE | $2,954 | $9,808-69.9% | $9,133-67.7% | $6,689-55.8% |
| Admin fee / account holder | $2,120 | $16,364-87.0% | $13,899-84.7% | $13,390-84.2% |