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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 | $14,324 | $181,062-92.1% | $158,223-90.9% | $155,188-90.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 10.47% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.4pp |
| Employer contribution / active EE | $1,334 | $4,565-70.8% | $4,109-67.5% | $4,248-68.6% |
| Participant deferral / active EE | $1,906 | $6,134-68.9% | $5,467-65.1% | $6,531-70.8% |
| Admin fee / account holder | $1,285 | $18,825-93.2% | $16,047-92.0% | $14,480-91.1% |