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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 | $27,710 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 15.29% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,014 | $4,804-58.1% | $4,554-55.8% | $4,156-51.5% |
| Participant deferral / active EE | $1,579 | $8,216-80.8% | $7,897-80.0% | $6,407-75.4% |
| Admin fee / account holder | $2,885 | $14,344-79.9% | $13,129-78.0% | $12,270-76.5% |