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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 | $43,694 | $209,336-79.1% | $197,124-77.8% | $137,256-68.2% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 77.79% | 48.09%+29.7pp | 44.34%+33.4pp | 220.34%-142.5pp |
| Employer contribution / active EE | $1,724 | $6,591-73.8% | $6,227-72.3% | $4,156-58.5% |
| Participant deferral / active EE | $2,812 | $9,614-70.8% | $9,135-69.2% | $6,407-56.1% |
| Admin fee / account holder | $371 | $17,308-97.9% | $16,298-97.7% | $12,270-97.0% |