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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 | $95,733 | $180,028-46.8% | $138,135-30.7% | $158,982-39.8% |
| Participation rate | 72.2% | 82.2%-10.0pp | 78.7%-6.5pp | 82.0%-9.7pp |
| Annual return | 10.47% | 21.68%-11.2pp | 20.51%-10.0pp | 302.99%-292.5pp |
| Employer contribution / active EE | $1,236 | $7,470-83.5% | $5,587-77.9% | $4,763-74.1% |
| Participant deferral / active EE | $1,655 | $7,717-78.6% | $6,431-74.3% | $5,983-72.3% |
| Admin fee / account holder | $884 | $17,912-95.1% | $11,856-92.5% | $11,252-92.1% |