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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 | $22,456 | $103,393-78.3% | $87,103-74.2% | $152,909-85.3% |
| Participation rate | 78.6% | 79.4%-0.8pp | 76.9%+1.7pp | 82.5%-3.9pp |
| Annual return | 17.30% | 28.10%-10.8pp | 28.19%-10.9pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,152 | $3,221-64.2% | $2,521-54.3% | $4,764-75.8% |
| Participant deferral / active EE | $1,327 | $4,778-72.2% | $4,049-67.2% | $5,851-77.3% |
| Admin fee / account holder | $6,368 | $12,195-47.8% | $7,491-15.0% | $11,601-45.1% |