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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 | $211,239-79.5% | $178,528-75.7% | $145,877-70.3% |
| Participation rate | 72.7% | 80.8%-8.1pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 14.66% | 30.22%-15.6pp | 27.11%-12.5pp | 551.28%-536.6pp |
| Employer contribution / active EE | $896 | $4,570-80.4% | $3,950-77.3% | $4,663-80.8% |
| Participant deferral / active EE | $1,205 | $6,963-82.7% | $6,278-80.8% | $6,691-82.0% |
| Admin fee / account holder | $3,758 | $12,095-68.9% | $10,419-63.9% | $13,402-72.0% |