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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 | $44,653 | $185,312-75.9% | $161,489-72.3% | $154,746-71.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 24.03% | 103.84%-79.8pp | 89.72%-65.7pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,693 | $4,769-64.5% | $4,268-60.3% | $4,379-61.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $368 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |