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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 | $15,329 | $181,062-91.5% | $158,223-90.3% | $155,188-90.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 13.37% | 57.39%-44.0pp | 52.09%-38.7pp | 148.84%-135.5pp |
| Employer contribution / active EE | $2,605 | $4,565-42.9% | $4,109-36.6% | $4,248-38.7% |
| Participant deferral / active EE | $648 | $6,134-89.4% | $5,467-88.1% | $6,531-90.1% |
| Admin fee / account holder | $676 | $18,825-96.4% | $16,047-95.8% | $14,480-95.3% |