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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 | $28,657 | $178,174-83.9% | $156,181-81.7% | $137,256-79.1% |
| Participation rate | 81.0% | 82.0%-1.1pp | 78.8%+2.1pp | 80.0%+1.0pp |
| Annual return | 16.08% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,301 | $4,972-73.8% | $4,294-69.7% | $4,156-68.7% |
| Participant deferral / active EE | $1,863 | $6,888-72.9% | $6,132-69.6% | $6,407-70.9% |
| Admin fee / account holder | $758 | $17,404-95.6% | $14,586-94.8% | $12,270-93.8% |