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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 | $52,882 | $113,338-53.3% | $94,993-44.3% | $147,586-64.2% |
| Participation rate | 86.7% | 78.0%+8.7pp | 73.9%+12.8pp | 82.8%+3.8pp |
| Annual return | 18.81% | 20.80%-2.0pp | 27.14%-8.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $5,150 | $3,160+62.9% | $2,603+97.8% | $4,876+5.6% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,308 | $6,063-61.9% | $4,960-53.5% | $10,886-78.8% |