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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 | $39,291 | $182,442-78.5% | $163,379-76.0% | $138,895-71.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 14.18% | 72.74%-58.6pp | 63.41%-49.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,316 | $4,159-44.3% | $3,752-38.3% | $4,194-44.8% |
| Participant deferral / active EE | $480 | $6,817-93.0% | $6,282-92.4% | $6,396-92.5% |
| Admin fee / account holder | $1,130 | $10,396-89.1% | $9,818-88.5% | $12,562-91.0% |