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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 | $77,266 | $157,296-50.9% | $141,191-45.3% | $152,897-49.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 18.95% | 64.34%-45.4pp | 71.41%-52.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $1,996 | $5,262-62.1% | $4,736-57.8% | $4,764-58.1% |
| Participant deferral / active EE | $2,280 | $7,111-67.9% | $6,710-66.0% | $5,851-61.0% |
| Admin fee / account holder | $42,039 | $12,125+246.7% | $10,264+309.6% | $11,599+262.4% |