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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 | $104,935 | $162,821-35.6% | $133,978-21.7% | $158,982-34.0% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.6pp |
| Annual return | 8.76% | 41.95%-33.2pp | 45.10%-36.3pp | 302.99%-294.2pp |
| Employer contribution / active EE | $1,092 | $4,976-78.0% | $3,919-72.1% | $4,763-77.1% |
| Participant deferral / active EE | $285 | $5,910-95.2% | $5,047-94.3% | $5,983-95.2% |
| Admin fee / account holder | $2,356 | $11,742-79.9% | $8,930-73.6% | $11,252-79.1% |