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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 | $181,062-88.3% | $158,223-86.7% | $155,188-86.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 10.48% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $1,148 | $4,565-74.8% | $4,109-72.1% | $4,248-73.0% |
| Participant deferral / active EE | $216 | $6,134-96.5% | $5,467-96.1% | $6,531-96.7% |
| Admin fee / account holder | $1,994 | $18,825-89.4% | $16,047-87.6% | $14,480-86.2% |