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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 | $17,867 | $162,136-89.0% | $152,301-88.3% | $154,746-88.5% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 19.41% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,222 | $4,890-75.0% | $4,624-73.6% | $4,379-72.1% |
| Participant deferral / active EE | $1,366 | $8,341-83.6% | $8,004-82.9% | $6,730-79.7% |
| Admin fee / account holder | $631 | $15,759-96.0% | $14,398-95.6% | $14,365-95.6% |