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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 | $181,062-79.5% | $158,223-76.5% | $155,188-76.1% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 19.22% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,392 | $4,565-69.5% | $4,109-66.1% | $4,248-67.2% |
| Participant deferral / active EE | $1,556 | $6,134-74.6% | $5,467-71.5% | $6,531-76.2% |
| Admin fee / account holder | $1,519 | $18,825-91.9% | $16,047-90.5% | $14,480-89.5% |