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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 | $18,566 | $154,228-88.0% | $145,433-87.2% | $137,256-86.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 17.41% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,616 | $4,804-66.4% | $4,554-64.5% | $4,156-61.1% |
| Participant deferral / active EE | $1,897 | $8,216-76.9% | $7,897-76.0% | $6,407-70.4% |
| Admin fee / account holder | $2,000 | $14,344-86.1% | $13,129-84.8% | $12,270-83.7% |