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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 | $29,242 | $201,372-85.5% | $184,260-84.1% | $145,884-80.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.59% | 29.04%-16.5pp | 28.84%-16.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,187 | $7,024-68.9% | $6,427-66.0% | $4,662-53.1% |
| Participant deferral / active EE | $2,954 | $9,808-69.9% | $9,133-67.7% | $6,690-55.8% |
| Admin fee / account holder | $479 | $16,362-97.1% | $13,898-96.6% | $13,392-96.4% |