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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 | $27,233 | $201,372-86.5% | $184,260-85.2% | $145,884-81.3% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 10.14% | 29.04%-18.9pp | 28.84%-18.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,460 | $7,024-79.2% | $6,427-77.3% | $4,662-68.7% |
| Participant deferral / active EE | $1,906 | $9,808-80.6% | $9,133-79.1% | $6,690-71.5% |
| Admin fee / account holder | $1,952 | $16,362-88.1% | $13,898-86.0% | $13,392-85.4% |