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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 | $41,395 | $154,228-73.2% | $145,433-71.5% | $137,256-69.8% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 14.65% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,730 | $4,804-64.0% | $4,554-62.0% | $4,156-58.4% |
| Participant deferral / active EE | $2,354 | $8,216-71.3% | $7,897-70.2% | $6,407-63.3% |
| Admin fee / account holder | $834 | $14,344-94.2% | $13,129-93.6% | $12,270-93.2% |