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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 | $28,951 | $185,312-84.4% | $161,489-82.1% | $154,746-81.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 14.79% | 103.84%-89.1pp | 89.72%-74.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,238 | $4,769-74.0% | $4,268-71.0% | $4,379-71.7% |
| Participant deferral / active EE | $180 | $6,350-97.2% | $5,630-96.8% | $6,730-97.3% |
| Admin fee / account holder | $370 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |