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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 | $126,661-47.1% | $113,397-40.9% | $138,895-51.7% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 12.96% | 25.05%-12.1pp | 23.20%-10.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,222 | $3,456-35.7% | $2,977-25.4% | $4,194-47.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $543 | $14,549-96.3% | $11,957-95.5% | $12,562-95.7% |