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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 | $64,481 | $110,307-41.5% | $96,576-33.2% | $139,456-53.8% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 16.79% | 26.40%-9.6pp | 25.87%-9.1pp | 373.45%-356.7pp |
| Employer contribution / active EE | $980 | $3,619-72.9% | $2,965-66.9% | $4,753-79.4% |
| Participant deferral / active EE | $1,181 | $5,547-78.7% | $4,851-75.6% | $6,711-82.4% |
| Admin fee / account holder | $1,486 | $11,597-87.2% | $8,253-82.0% | $11,407-87.0% |