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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 | $21,168 | $185,312-88.6% | $161,489-86.9% | $154,746-86.3% |
| Participation rate | 85.0% | 82.5%+2.5pp | 78.7%+6.3pp | 80.7%+4.3pp |
| Annual return | 16.69% | 103.84%-87.2pp | 89.72%-73.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $4,812 | $4,769+0.9% | $4,268+12.7% | $4,379+9.9% |
| Participant deferral / active EE | $60 | $6,350-99.1% | $5,630-98.9% | $6,730-99.1% |
| Admin fee / account holder | $4,258 | $18,654-77.2% | $16,006-73.4% | $14,365-70.4% |