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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 | $35,833 | $165,399-78.3% | $149,745-76.1% | $158,982-77.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 11.90% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,485 | $5,105-70.9% | $4,646-68.0% | $4,763-68.8% |
| Participant deferral / active EE | $1,965 | $7,183-72.6% | $6,843-71.3% | $5,983-67.2% |
| Admin fee / account holder | $641 | $10,811-94.1% | $9,312-93.1% | $11,252-94.3% |