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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 | $211,288-79.5% | $178,540-75.7% | $145,884-70.3% |
| Participation rate | 72.7% | 80.8%-8.1pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 14.66% | 30.27%-15.6pp | 27.15%-12.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $896 | $4,574-80.4% | $3,953-77.3% | $4,662-80.8% |
| Participant deferral / active EE | $1,205 | $6,967-82.7% | $6,281-80.8% | $6,690-82.0% |
| Admin fee / account holder | $3,758 | $12,105-69.0% | $10,424-63.9% | $13,392-71.9% |