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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 | $46,446 | $116,462-60.1% | $116,250-60.0% | $116,462-60.1% |
| Participation rate | 72.0% | 74.7%-2.7pp | 73.6%-1.6pp | 74.7%-2.7pp |
| Annual return | 13.28% | 15.65%-2.4pp | -4.11%+17.4pp | 15.65%-2.4pp |
| Employer contribution / active EE | $1,654 | $3,231-48.8% | $2,865-42.3% | $3,231-48.8% |
| Participant deferral / active EE | $1,340 | $3,836-65.1% | $3,192-58.0% | $3,836-65.1% |
| Admin fee / account holder | $4,101 | $12,754-67.8% | $7,117-42.4% | $12,754-67.8% |