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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 | $45,243 | $181,896-75.1% | $156,551-71.1% | $273,972-83.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.56% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,675 | $6,248-73.2% | $5,501-69.5% | $4,869-65.6% |
| Participant deferral / active EE | $1,635 | $5,550-70.5% | $4,871-66.4% | $5,287-69.1% |
| Admin fee / account holder | $7,087 | $15,560-54.5% | $13,028-45.6% | $10,133-30.1% |