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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 | $22,448 | $157,304-85.7% | $141,197-84.1% | $152,909-85.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.96% | 64.34%-44.4pp | 71.41%-51.4pp | 345.46%-325.5pp |
| Employer contribution / active EE | $1,512 | $5,263-71.3% | $4,736-68.1% | $4,764-68.3% |
| Participant deferral / active EE | $1,819 | $7,111-74.4% | $6,710-72.9% | $5,851-68.9% |
| Admin fee / account holder | $379 | $12,126-96.9% | $10,265-96.3% | $11,601-96.7% |