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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 | $103,397 | $154,228-33.0% | $145,433-28.9% | $137,256-24.7% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 15.80% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,731 | $4,804-64.0% | $4,554-62.0% | $4,156-58.3% |
| Participant deferral / active EE | $1,856 | $8,216-77.4% | $7,897-76.5% | $6,407-71.0% |
| Admin fee / account holder | $3,326 | $14,344-76.8% | $13,129-74.7% | $12,270-72.9% |