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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 | $48,491 | $149,679-67.6% | $117,039-58.6% | $147,586-67.1% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 11.55% | 19.31%-7.8pp | 18.95%-7.4pp | 578.59%-567.0pp |
| Employer contribution / active EE | $1,124 | $4,937-77.2% | $3,785-70.3% | $4,876-76.9% |
| Participant deferral / active EE | $1,124 | $4,912-77.1% | $3,929-71.4% | $5,439-79.3% |
| Admin fee / account holder | $4,470 | $7,856-43.1% | $5,974-25.2% | $10,886-58.9% |