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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 | $25,108 | $154,228-83.7% | $145,433-82.7% | $137,256-81.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 16.07% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,301 | $4,804-72.9% | $4,554-71.4% | $4,156-68.7% |
| Participant deferral / active EE | $1,924 | $8,216-76.6% | $7,897-75.6% | $6,407-70.0% |
| Admin fee / account holder | $717 | $14,344-95.0% | $13,129-94.5% | $12,270-94.2% |