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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 | $51,688 | $172,111-70.0% | $150,298-65.6% | $137,256-62.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 11.49% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,822 | $4,636-60.7% | $4,154-56.2% | $4,156-56.2% |
| Participant deferral / active EE | $588 | $6,166-90.5% | $5,453-89.2% | $6,407-90.8% |
| Admin fee / account holder | $415 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |