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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 | $162,136-87.4% | $152,301-86.6% | $154,746-86.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 21.54% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,457 | $4,890-70.2% | $4,624-68.5% | $4,379-66.7% |
| Participant deferral / active EE | $1,675 | $8,341-79.9% | $8,004-79.1% | $6,730-75.1% |
| Admin fee / account holder | $412 | $15,759-97.4% | $14,398-97.1% | $14,365-97.1% |