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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 | $37,155 | $185,312-79.9% | $161,489-77.0% | $154,746-76.0% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 19.22% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,392 | $4,769-70.8% | $4,268-67.4% | $4,379-68.2% |
| Participant deferral / active EE | $1,556 | $6,350-75.5% | $5,630-72.4% | $6,730-76.9% |
| Admin fee / account holder | $1,519 | $18,654-91.9% | $16,006-90.5% | $14,365-89.4% |