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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 | $25,978 | $125,778-79.3% | $114,563-77.3% | $154,746-83.2% |
| Participation rate | 81.3% | 75.2%+6.1pp | 72.9%+8.3pp | 80.7%+0.5pp |
| Annual return | 11.37% | 295.14%-283.8pp | 241.09%-229.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $639 | $2,806-77.2% | $2,592-75.3% | $4,379-85.4% |
| Participant deferral / active EE | $792 | $4,445-82.2% | $4,142-80.9% | $6,730-88.2% |
| Admin fee / account holder | $374 | $8,190-95.4% | $7,623-95.1% | $14,365-97.4% |