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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 | $47,691 | $185,312-74.3% | $161,489-70.5% | $154,746-69.2% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 27.39% | 103.84%-76.4pp | 89.72%-62.3pp | 172.34%-144.9pp |
| Employer contribution / active EE | $14,565 | $4,769+205.4% | $4,268+241.2% | $4,379+232.6% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $544 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |