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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 | $227,291-80.8% | $214,702-79.6% | $155,188-71.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 77.79% | 60.08%+17.7pp | 54.55%+23.2pp | 148.84%-71.0pp |
| Employer contribution / active EE | $1,724 | $6,772-74.5% | $6,461-73.3% | $4,248-59.4% |
| Participant deferral / active EE | $2,812 | $9,582-70.7% | $9,147-69.3% | $6,531-56.9% |
| Admin fee / account holder | $371 | $20,413-98.2% | $19,830-98.1% | $14,480-97.4% |