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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 | $29,602 | $148,582-80.1% | $135,942-78.2% | $139,456-78.8% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 15.94% | 79.26%-63.3pp | 68.28%-52.3pp | 373.45%-357.5pp |
| Employer contribution / active EE | $1,492 | $5,245-71.6% | $4,858-69.3% | $4,753-68.6% |
| Participant deferral / active EE | $2,410 | $8,101-70.3% | $7,759-68.9% | $6,711-64.1% |
| Admin fee / account holder | $581 | $12,402-95.3% | $10,764-94.6% | $11,407-94.9% |