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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 | $44,593 | $226,090-80.3% | $182,531-75.6% | $152,885-70.8% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.5%-11.0pp |
| Annual return | 18.55% | 192.57%-174.0pp | 148.57%-130.0pp | 345.39%-326.8pp |
| Employer contribution / active EE | $1,262 | $4,978-74.6% | $4,075-69.0% | $4,763-73.5% |
| Participant deferral / active EE | $978 | $6,369-84.6% | $5,525-82.3% | $5,851-83.3% |
| Admin fee / account holder | $4,834 | $10,705-54.8% | $8,593-43.7% | $11,598-58.3% |