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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 | $49,948 | $152,460-67.2% | $118,746-57.9% | $147,586-66.2% |
| Participation rate | 73.3% | 82.3%-8.9pp | 78.3%-4.9pp | 82.8%-9.5pp |
| Annual return | 16.36% | 17.41%-1.1pp | 24.54%-8.2pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,586 | $5,046-68.6% | $4,193-62.2% | $4,876-67.5% |
| Participant deferral / active EE | $745 | $6,212-88.0% | $5,332-86.0% | $5,439-86.3% |
| Admin fee / account holder | $1,715 | $16,953-89.9% | $10,720-84.0% | $10,886-84.2% |