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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 | $18,834 | $155,555-87.9% | $146,866-87.2% | $155,188-87.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 25.34% | 115.41%-90.1pp | 102.85%-77.5pp | 148.84%-123.5pp |
| Employer contribution / active EE | $1,626 | $4,647-65.0% | $4,425-63.3% | $4,248-61.7% |
| Participant deferral / active EE | $1,810 | $8,044-77.5% | $7,759-76.7% | $6,531-72.3% |
| Admin fee / account holder | $551 | $14,755-96.3% | $13,620-96.0% | $14,480-96.2% |