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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 | $72,866 | $239,571-69.6% | $183,328-60.3% | $137,256-46.9% |
| Participation rate | 76.5% | 82.4%-5.9pp | 77.3%-0.9pp | 80.0%-3.5pp |
| Annual return | 10.22% | 35.69%-25.5pp | 29.67%-19.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,717 | $6,148-72.1% | $5,055-66.0% | $4,156-58.7% |
| Participant deferral / active EE | $1,717 | $7,995-78.5% | $6,795-74.7% | $6,407-73.2% |
| Admin fee / account holder | $11,113 | $30,059-63.0% | $21,427-48.1% | $12,270-9.4% |