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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 | $162,136-88.5% | $152,301-87.8% | $154,746-88.0% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 17.41% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,616 | $4,890-66.9% | $4,624-65.0% | $4,379-63.1% |
| Participant deferral / active EE | $1,897 | $8,341-77.3% | $8,004-76.3% | $6,730-71.8% |
| Admin fee / account holder | $2,000 | $15,759-87.3% | $14,398-86.1% | $14,365-86.1% |