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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 | $24,122 | $107,666-77.6% | $102,184-76.4% | $154,746-84.4% |
| Participation rate | 78.3% | 83.7%-5.5pp | 82.6%-4.3pp | 80.7%-2.4pp |
| Annual return | 17.91% | 29.33%-11.4pp | 31.58%-13.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,468 | $3,846-61.8% | $3,594-59.2% | $4,379-66.5% |
| Participant deferral / active EE | $1,999 | $8,719-77.1% | $8,309-75.9% | $6,730-70.3% |
| Admin fee / account holder | $1,125 | $12,943-91.3% | $11,609-90.3% | $14,365-92.2% |