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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 | $18,868 | $185,312-89.8% | $161,489-88.3% | $154,746-87.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 12.38% | 103.84%-91.5pp | 89.72%-77.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,379 | $4,769-71.1% | $4,268-67.7% | $4,379-68.5% |
| Participant deferral / active EE | $1,379 | $6,350-78.3% | $5,630-75.5% | $6,730-79.5% |
| Admin fee / account holder | $2,723 | $18,654-85.4% | $16,006-83.0% | $14,365-81.0% |