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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 | $72,830 | $167,522-56.5% | $151,639-52.0% | $134,532-45.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 1.08% | 7.81%-6.7pp | 3.34%-2.3pp | 418.27%-417.2pp |
| Employer contribution / active EE | $1,751 | $6,828-74.4% | $6,165-71.6% | $4,741-63.1% |
| Participant deferral / active EE | $1,751 | $8,986-80.5% | $8,363-79.1% | $6,401-72.7% |
| Admin fee / account holder | $8,912 | $13,780-35.3% | $11,613-23.3% | $11,429-22.0% |