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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 | $162,136-86.7% | $152,301-85.9% | $154,746-86.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 18.54% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,342 | $4,890-52.1% | $4,624-49.4% | $4,379-46.5% |
| Participant deferral / active EE | $2,404 | $8,341-71.2% | $8,004-70.0% | $6,730-64.3% |
| Admin fee / account holder | $1,180 | $15,759-92.5% | $14,398-91.8% | $14,365-91.8% |