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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 | $251,004-71.0% | $191,597-62.0% | $138,895-47.5% |
| Participation rate | 76.5% | 82.4%-5.9pp | 76.9%-0.5pp | 79.9%-3.4pp |
| Annual return | 10.22% | 31.05%-20.8pp | 27.07%-16.8pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,717 | $6,226-72.4% | $5,025-65.8% | $4,194-59.1% |
| Participant deferral / active EE | $1,717 | $8,154-78.9% | $6,850-74.9% | $6,396-73.2% |
| Admin fee / account holder | $11,113 | $31,471-64.7% | $22,799-51.3% | $12,562-11.5% |