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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 | $24,475 | $183,516-86.7% | $155,534-84.3% | $145,884-83.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 8.93% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,221 | $5,315-77.0% | $4,675-73.9% | $4,662-73.8% |
| Participant deferral / active EE | $1,507 | $6,467-76.7% | $5,630-73.2% | $6,690-77.5% |
| Admin fee / account holder | $828 | $19,293-95.7% | $15,900-94.8% | $13,392-93.8% |