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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 | $43,343 | $232,540-81.4% | $185,117-76.6% | $147,586-70.6% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 16.83% | 43.03%-26.2pp | 40.50%-23.7pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,929 | $5,195-62.9% | $4,182-53.9% | $4,876-60.5% |
| Participant deferral / active EE | $742 | $5,834-87.3% | $5,045-85.3% | $5,439-86.4% |
| Admin fee / account holder | $1,598 | $10,275-84.4% | $8,159-80.4% | $10,886-85.3% |