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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 | $10,732 | $100,970-89.4% | $96,576-88.9% | $137,256-92.2% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 17.35% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,447 | $3,809-62.0% | $3,553-59.3% | $4,156-65.2% |
| Participant deferral / active EE | $1,755 | $8,286-78.8% | $7,956-77.9% | $6,407-72.6% |
| Admin fee / account holder | $739 | $11,312-93.5% | $11,381-93.5% | $12,270-94.0% |