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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 | $39,084 | $139,948-72.1% | $121,663-67.9% | $154,746-74.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 13.77% | 230.52%-216.8pp | 147.54%-133.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,080 | $3,521-69.3% | $3,020-64.2% | $4,379-75.3% |
| Participant deferral / active EE | $1,145 | $5,629-79.7% | $4,887-76.6% | $6,730-83.0% |
| Admin fee / account holder | $5,377 | $17,321-69.0% | $14,289-62.4% | $14,365-62.6% |