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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 | $65,930 | $171,272-61.5% | $127,803-48.4% | $152,897-56.9% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.0%+15.7pp | 82.5%+12.3pp |
| Annual return | 18.19% | 23.54%-5.3pp | 26.14%-7.9pp | 345.43%-327.2pp |
| Employer contribution / active EE | $2,061 | $5,451-62.2% | $4,576-54.9% | $4,764-56.7% |
| Participant deferral / active EE | $2,231 | $7,043-68.3% | $6,023-63.0% | $5,851-61.9% |
| Admin fee / account holder | $9,447 | $14,540-35.0% | $9,399+0.5% | $11,599-18.6% |