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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 | $14,476 | $106,280-86.4% | $96,538-85.0% | $139,487-89.6% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 39.08% | 38.48%+0.6pp | 35.74%+3.3pp | 373.84%-334.8pp |
| Employer contribution / active EE | $912 | $4,107-77.8% | $3,740-75.6% | $4,755-80.8% |
| Participant deferral / active EE | $1,019 | $5,457-81.3% | $4,880-79.1% | $6,713-84.8% |
| Admin fee / account holder | $558 | $7,888-92.9% | $6,737-91.7% | $11,407-95.1% |