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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 | $23,448 | $165,399-85.8% | $149,745-84.3% | $158,982-85.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.64% | 348.34%-337.7pp | 276.72%-266.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $1,408 | $5,105-72.4% | $4,646-69.7% | $4,763-70.4% |
| Participant deferral / active EE | $878 | $7,183-87.8% | $6,843-87.2% | $5,983-85.3% |
| Admin fee / account holder | $307 | $10,811-97.2% | $9,312-96.7% | $11,252-97.3% |