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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 | $166,089-64.0% | $164,928-63.8% | $145,978-59.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.70% | 100.26%-87.6pp | 70.08%-57.4pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,819 | $5,276-65.5% | $4,343-58.1% | $4,662-61.0% |
| Participant deferral / active EE | $1,935 | $6,961-72.2% | $6,034-67.9% | $6,690-71.1% |
| Admin fee / account holder | $5,286 | $16,641-68.2% | $12,684-58.3% | $13,400-60.6% |