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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 | $172,111-83.2% | $150,298-80.7% | $137,256-78.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.79% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,238 | $4,636-73.3% | $4,154-70.2% | $4,156-70.2% |
| Participant deferral / active EE | $180 | $6,166-97.1% | $5,453-96.7% | $6,407-97.2% |
| Admin fee / account holder | $370 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |