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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 | $42,607 | $162,136-73.7% | $152,301-72.0% | $154,746-72.5% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 18.85% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,215 | $4,890-75.2% | $4,624-73.7% | $4,379-72.3% |
| Participant deferral / active EE | $1,206 | $8,341-85.5% | $8,004-84.9% | $6,730-82.1% |
| Admin fee / account holder | $1,428 | $15,759-90.9% | $14,398-90.1% | $14,365-90.1% |