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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 | $29,327 | $174,379-83.2% | $152,093-80.7% | $138,895-78.9% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 13.09% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,401 | $4,652-69.9% | $4,175-66.4% | $4,194-66.6% |
| Participant deferral / active EE | $893 | $6,159-85.5% | $5,451-83.6% | $6,396-86.0% |
| Admin fee / account holder | $4,524 | $16,880-73.2% | $14,497-68.8% | $12,562-64.0% |