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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 | $44,441 | $110,410-59.7% | $102,437-56.6% | $145,897-69.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 9.57% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,474 | $4,217-65.0% | $3,871-61.9% | $4,663-68.4% |
| Participant deferral / active EE | $1,313 | $5,622-76.7% | $5,060-74.1% | $6,689-80.4% |
| Admin fee / account holder | $3,101 | $9,745-68.2% | $8,388-63.0% | $13,390-76.8% |