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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 | $21,120 | $185,312-88.6% | $161,489-86.9% | $154,746-86.4% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 10.48% | 103.84%-93.4pp | 89.72%-79.2pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,148 | $4,769-75.9% | $4,268-73.1% | $4,379-73.8% |
| Participant deferral / active EE | $216 | $6,350-96.6% | $5,630-96.2% | $6,730-96.8% |
| Admin fee / account holder | $1,994 | $18,654-89.3% | $16,006-87.5% | $14,365-86.1% |