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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 | $70,779 | $201,344-64.8% | $184,243-61.6% | $145,877-51.5% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 15.27% | 29.01%-13.7pp | 28.82%-13.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,996 | $7,022-43.1% | $6,427-37.8% | $4,663-14.3% |
| Participant deferral / active EE | $1,310 | $9,807-86.6% | $9,132-85.7% | $6,691-80.4% |
| Admin fee / account holder | $1,563 | $16,382-90.5% | $13,914-88.8% | $13,402-88.3% |