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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 | $59,711 | $166,268-64.1% | $165,100-63.8% | $145,897-59.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.70% | 100.52%-87.8pp | 70.21%-57.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,819 | $5,284-65.6% | $4,348-58.2% | $4,663-61.0% |
| Participant deferral / active EE | $1,935 | $6,964-72.2% | $6,035-67.9% | $6,689-71.1% |
| Admin fee / account holder | $5,286 | $16,659-68.3% | $12,696-58.4% | $13,390-60.5% |