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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 | $21,070 | $156,398-86.5% | $147,318-85.7% | $138,895-84.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 19.09% | 78.75%-59.7pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,053 | $4,853-57.7% | $4,593-55.3% | $4,194-51.1% |
| Participant deferral / active EE | $778 | $8,237-90.6% | $7,906-90.2% | $6,396-87.8% |
| Admin fee / account holder | $722 | $14,976-95.2% | $13,708-94.7% | $12,562-94.3% |