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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 | $57,678 | $176,786-67.4% | $146,643-60.7% | $167,536-65.6% |
| Participation rate | 72.7% | 83.6%-10.9pp | 80.1%-7.3pp | 82.1%-9.4pp |
| Annual return | 11.80% | 24.04%-12.2pp | 22.75%-10.9pp | 478.82%-467.0pp |
| Employer contribution / active EE | $9,198 | $5,161+78.2% | $4,137+122.4% | $4,839+90.1% |
| Participant deferral / active EE | $1,828 | $6,440-71.6% | $5,506-66.8% | $6,342-71.2% |
| Admin fee / account holder | $1,973 | $13,262-85.1% | $10,280-80.8% | $12,315-84.0% |