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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 | $29,068 | $165,381-82.4% | $149,730-80.6% | $158,966-81.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 11.27% | 348.29%-337.0pp | 276.70%-265.4pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,003 | $5,104-80.4% | $4,645-78.4% | $4,762-78.9% |
| Participant deferral / active EE | $1,162 | $7,182-83.8% | $6,843-83.0% | $5,983-80.6% |
| Admin fee / account holder | $1,214 | $10,809-88.8% | $9,310-87.0% | $11,250-89.2% |