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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 | $20,848 | $154,228-86.5% | $145,433-85.7% | $137,256-84.8% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.1%+4.2pp | 80.0%+6.4pp |
| Annual return | 15.31% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,216 | $8,216-85.2% | $7,897-84.6% | $6,407-81.0% |
| Admin fee / account holder | $1,927 | $14,344-86.6% | $13,129-85.3% | $12,270-84.3% |