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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 | $166,131-64.1% | $164,975-63.8% | $145,877-59.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.70% | 100.37%-87.7pp | 70.12%-57.4pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,819 | $5,276-65.5% | $4,343-58.1% | $4,663-61.0% |
| Participant deferral / active EE | $1,935 | $6,962-72.2% | $6,033-67.9% | $6,691-71.1% |
| Admin fee / account holder | $5,286 | $16,648-68.2% | $12,688-58.3% | $13,402-60.6% |