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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 | $43,372 | $210,698-79.4% | $178,014-75.6% | $145,959-70.3% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 14.66% | 386.27%-371.6pp | 294.80%-280.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $896 | $4,567-80.4% | $3,950-77.3% | $4,661-80.8% |
| Participant deferral / active EE | $1,205 | $6,958-82.7% | $6,276-80.8% | $6,689-82.0% |
| Admin fee / account holder | $3,758 | $12,016-68.7% | $10,362-63.7% | $13,398-71.9% |