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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 | $155,555-72.6% | $146,866-71.0% | $155,188-72.5% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 18.85% | 115.41%-96.6pp | 102.85%-84.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,215 | $4,647-73.9% | $4,425-72.6% | $4,248-71.4% |
| Participant deferral / active EE | $1,206 | $8,044-85.0% | $7,759-84.5% | $6,531-81.5% |
| Admin fee / account holder | $1,428 | $14,755-90.3% | $13,620-89.5% | $14,480-90.1% |