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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 | $22,016 | $97,289-77.4% | $92,805-76.3% | $155,188-85.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 83.5%+4.0pp | 80.8%+6.7pp |
| Annual return | 13.48% | 29.03%-15.6pp | 31.59%-18.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,468 | $3,632-59.6% | $3,424-57.1% | $4,248-65.4% |
| Participant deferral / active EE | $2,320 | $8,795-73.6% | $8,448-72.5% | $6,531-64.5% |
| Admin fee / account holder | $794 | $12,015-93.4% | $10,911-92.7% | $14,480-94.5% |