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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 | $24,497 | $183,539-86.7% | $155,556-84.3% | $145,897-83.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.92% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,154 | $5,315-78.3% | $4,675-75.3% | $4,663-75.2% |
| Participant deferral / active EE | $1,448 | $6,467-77.6% | $5,631-74.3% | $6,689-78.3% |
| Admin fee / account holder | $1,309 | $19,275-93.2% | $15,885-91.8% | $13,390-90.2% |