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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 | $40,166 | $201,370-80.1% | $184,256-78.2% | $145,897-72.5% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 11.64% | 29.05%-17.4pp | 28.85%-17.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,016 | $7,024-57.1% | $6,427-53.1% | $4,663-35.3% |
| Participant deferral / active EE | $2,565 | $9,808-73.9% | $9,133-71.9% | $6,689-61.7% |
| Admin fee / account holder | $790 | $16,364-95.2% | $13,899-94.3% | $13,390-94.1% |