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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 | $31,338 | $154,228-79.7% | $145,433-78.5% | $137,256-77.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.56% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,204 | $4,804-54.1% | $4,554-51.6% | $4,156-47.0% |
| Participant deferral / active EE | $2,288 | $8,216-72.2% | $7,897-71.0% | $6,407-64.3% |
| Admin fee / account holder | $526 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |