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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 | $65,443 | $165,381-60.4% | $149,730-56.3% | $158,966-58.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 26.61% | 348.29%-321.7pp | 276.70%-250.1pp | 302.95%-276.3pp |
| Employer contribution / active EE | $1,736 | $5,104-66.0% | $4,645-62.6% | $4,762-63.6% |
| Participant deferral / active EE | $2,258 | $7,182-68.6% | $6,843-67.0% | $5,983-62.3% |
| Admin fee / account holder | $1,272 | $10,809-88.2% | $9,310-86.3% | $11,250-88.7% |