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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 | $61,308 | $96,731-36.6% | $123,973-50.5% | $86,983-29.5% |
| Participation rate | 87.5% | 70.0%+17.5pp | 76.7%+10.8pp | 69.5%+18.0pp |
| Annual return | 12.94% | 17.33%-4.4pp | 388.13%-375.2pp | 25.83%-12.9pp |
| Employer contribution / active EE | $816 | $3,297-75.3% | $4,126-80.2% | $2,584-68.4% |
| Participant deferral / active EE | $1,673 | $4,152-59.7% | $5,247-68.1% | $4,194-60.1% |
| Admin fee / account holder | $6,129 | $8,722-29.7% | $11,799-48.1% | $7,856-22.0% |