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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 | $41,568 | $165,381-74.9% | $149,730-72.2% | $158,966-73.9% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 17.21% | 348.29%-331.1pp | 276.70%-259.5pp | 302.95%-285.7pp |
| Employer contribution / active EE | $973 | $5,104-80.9% | $4,645-79.1% | $4,762-79.6% |
| Participant deferral / active EE | $2,288 | $7,182-68.1% | $6,843-66.6% | $5,983-61.8% |
| Admin fee / account holder | $1,264 | $10,809-88.3% | $9,310-86.4% | $11,250-88.8% |