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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 | $24,537 | $156,398-84.3% | $147,318-83.3% | $138,895-82.3% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 12.58% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,237 | $4,853-53.9% | $4,593-51.3% | $4,194-46.7% |
| Participant deferral / active EE | $1,323 | $8,237-83.9% | $7,906-83.3% | $6,396-79.3% |
| Admin fee / account holder | $5,290 | $14,976-64.7% | $13,708-61.4% | $12,562-57.9% |