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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 | $62,822 | $148,629-57.7% | $135,982-53.8% | $139,487-55.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 14.93% | 79.33%-64.4pp | 68.32%-53.4pp | 373.84%-358.9pp |
| Employer contribution / active EE | $1,137 | $5,247-78.3% | $4,859-76.6% | $4,755-76.1% |
| Participant deferral / active EE | $1,614 | $8,102-80.1% | $7,760-79.2% | $6,713-76.0% |
| Admin fee / account holder | $3,710 | $12,406-70.1% | $10,767-65.5% | $11,407-67.5% |