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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 | $43,249 | $181,896-76.2% | $156,551-72.4% | $273,972-84.2% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 4.92% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,123 | $6,248-66.0% | $5,501-61.4% | $4,869-56.4% |
| Participant deferral / active EE | $884 | $5,550-84.1% | $4,871-81.8% | $5,287-83.3% |
| Admin fee / account holder | $4,525 | $15,560-70.9% | $13,028-65.3% | $10,133-55.3% |