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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 | $181,062-83.8% | $158,223-81.5% | $155,188-81.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 13.09% | 57.39%-44.3pp | 52.09%-39.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,401 | $4,565-69.3% | $4,109-65.9% | $4,248-67.0% |
| Participant deferral / active EE | $893 | $6,134-85.4% | $5,467-83.7% | $6,531-86.3% |
| Admin fee / account holder | $4,524 | $18,825-76.0% | $16,047-71.8% | $14,480-68.8% |