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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 | $67,023 | $138,312-51.5% | $122,979-45.5% | $155,188-56.8% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 12.96% | 22.06%-9.1pp | 20.12%-7.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,222 | $3,530-37.1% | $3,062-27.4% | $4,248-47.7% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $543 | $15,089-96.4% | $12,864-95.8% | $14,480-96.2% |