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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 | $87,218 | $183,592-52.5% | $155,574-43.9% | $145,877-40.2% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 13.20% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,738 | $5,317-48.5% | $4,676-41.4% | $4,663-41.3% |
| Participant deferral / active EE | $1,568 | $6,466-75.7% | $5,629-72.1% | $6,691-76.6% |
| Admin fee / account holder | $2,258 | $19,316-88.3% | $15,914-85.8% | $13,402-83.2% |