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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 | $19,552 | $162,136-87.9% | $152,301-87.2% | $154,746-87.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.53% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,913 | $4,890-60.9% | $4,624-58.6% | $4,379-56.3% |
| Participant deferral / active EE | $2,242 | $8,341-73.1% | $8,004-72.0% | $6,730-66.7% |
| Admin fee / account holder | $3,312 | $15,759-79.0% | $14,398-77.0% | $14,365-76.9% |