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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 | $51,688 | $185,312-72.1% | $161,489-68.0% | $154,746-66.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 11.49% | 103.84%-92.4pp | 89.72%-78.2pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,822 | $4,769-61.8% | $4,268-57.3% | $4,379-58.4% |
| Participant deferral / active EE | $588 | $6,350-90.7% | $5,630-89.6% | $6,730-91.3% |
| Admin fee / account holder | $415 | $18,654-97.8% | $16,006-97.4% | $14,365-97.1% |