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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 | $50,750 | $110,240-54.0% | $96,544-47.4% | $139,487-63.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 13.85% | 26.41%-12.6pp | 25.88%-12.0pp | 373.84%-360.0pp |
| Employer contribution / active EE | $1,024 | $3,622-71.7% | $2,966-65.5% | $4,755-78.5% |
| Participant deferral / active EE | $881 | $5,549-84.1% | $4,851-81.9% | $6,713-86.9% |
| Admin fee / account holder | $50,339 | $11,602+333.9% | $8,254+509.8% | $11,407+341.3% |