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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 | $19,751 | $97,289-79.7% | $92,805-78.7% | $155,188-87.3% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 15.18% | 29.03%-13.8pp | 31.59%-16.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,043 | $3,632-71.3% | $3,424-69.5% | $4,248-75.4% |
| Participant deferral / active EE | $2,099 | $8,795-76.1% | $8,448-75.2% | $6,531-67.9% |
| Admin fee / account holder | $1,035 | $12,015-91.4% | $10,911-90.5% | $14,480-92.8% |