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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 | $181,062-75.3% | $158,223-71.8% | $155,188-71.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 24.03% | 57.39%-33.4pp | 52.09%-28.1pp | 148.84%-124.8pp |
| Employer contribution / active EE | $1,693 | $4,565-62.9% | $4,109-58.8% | $4,248-60.1% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $368 | $18,825-98.0% | $16,047-97.7% | $14,480-97.5% |