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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 | $23,429 | $123,155-81.0% | $108,753-78.5% | $155,188-84.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 15.34% | 44.73%-29.4pp | 37.47%-22.1pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,182 | $2,811-58.0% | $2,427-51.3% | $4,248-72.2% |
| Participant deferral / active EE | $778 | $4,623-83.2% | $4,115-81.1% | $6,531-88.1% |
| Admin fee / account holder | $488 | $12,126-96.0% | $10,320-95.3% | $14,480-96.6% |