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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 | $45,504 | $209,336-78.3% | $197,124-76.9% | $137,256-66.8% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.7%-9.8pp | 80.0%-3.0pp |
| Annual return | 13.79% | 48.09%-34.3pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,122 | $9,614-77.9% | $9,135-76.8% | $6,407-66.9% |
| Admin fee / account holder | $1,431 | $17,308-91.7% | $16,298-91.2% | $12,270-88.3% |