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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 | $20,403 | $154,228-86.8% | $145,433-86.0% | $137,256-85.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.54% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,457 | $4,804-69.7% | $4,554-68.0% | $4,156-65.0% |
| Participant deferral / active EE | $1,675 | $8,216-79.6% | $7,897-78.8% | $6,407-73.9% |
| Admin fee / account holder | $412 | $14,344-97.1% | $13,129-96.9% | $12,270-96.6% |