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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% | $155,567-43.9% | $145,959-40.2% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 13.20% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,738 | $5,315-48.5% | $4,674-41.4% | $4,661-41.2% |
| Participant deferral / active EE | $1,568 | $6,464-75.7% | $5,628-72.1% | $6,689-76.6% |
| Admin fee / account holder | $2,258 | $19,318-88.3% | $15,916-85.8% | $13,398-83.1% |