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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 | $57,721 | $127,387-54.7% | $115,038-49.8% | $125,389-54.0% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -1.39% | 31.28%-32.7pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,071 | $5,166-79.3% | $4,608-76.8% | $4,866-78.0% |
| Participant deferral / active EE | $1,482 | $6,423-76.9% | $6,026-75.4% | $5,352-72.3% |
| Admin fee / account holder | $1,445 | $9,516-84.8% | $8,175-82.3% | $9,541-84.9% |