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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 | $21,504 | $154,228-86.1% | $145,433-85.2% | $137,256-84.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.54% | 74.59%-56.1pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,342 | $4,804-51.3% | $4,554-48.6% | $4,156-43.7% |
| Participant deferral / active EE | $2,404 | $8,216-70.7% | $7,897-69.6% | $6,407-62.5% |
| Admin fee / account holder | $1,180 | $14,344-91.8% | $13,129-91.0% | $12,270-90.4% |