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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 | $22,114 | $162,136-86.4% | $152,301-85.5% | $154,746-85.7% |
| Participation rate | 82.6% | 84.1%-1.5pp | 82.4%+0.2pp | 80.7%+1.9pp |
| Annual return | 15.98% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,466 | $4,890-70.0% | $4,624-68.3% | $4,379-66.5% |
| Participant deferral / active EE | $1,636 | $8,341-80.4% | $8,004-79.6% | $6,730-75.7% |
| Admin fee / account holder | $1,243 | $15,759-92.1% | $14,398-91.4% | $14,365-91.3% |