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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 | $44,967 | $209,336-78.5% | $197,124-77.2% | $137,256-67.2% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 32.23% | 48.09%-15.9pp | 44.34%-12.1pp | 220.34%-188.1pp |
| Employer contribution / active EE | $1,752 | $6,591-73.4% | $6,227-71.9% | $4,156-57.9% |
| Participant deferral / active EE | $2,359 | $9,614-75.5% | $9,135-74.2% | $6,407-63.2% |
| Admin fee / account holder | $3,289 | $17,308-81.0% | $16,298-79.8% | $12,270-73.2% |