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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 | $24,060 | $155,555-84.5% | $146,866-83.6% | $155,188-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.13% | 115.41%-98.3pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,127 | $4,647-75.7% | $4,425-74.5% | $4,248-73.5% |
| Participant deferral / active EE | $1,603 | $8,044-80.1% | $7,759-79.3% | $6,531-75.5% |
| Admin fee / account holder | $2,586 | $14,755-82.5% | $13,620-81.0% | $14,480-82.1% |