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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 | $14,885 | $174,379-91.5% | $152,093-90.2% | $138,895-89.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 18.06% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,396 | $4,652-70.0% | $4,175-66.6% | $4,194-66.7% |
| Participant deferral / active EE | $127 | $6,159-97.9% | $5,451-97.7% | $6,396-98.0% |
| Admin fee / account holder | $542 | $16,880-96.8% | $14,497-96.3% | $12,562-95.7% |