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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 | $27,079 | $148,629-81.8% | $135,982-80.1% | $139,487-80.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.91% | 79.33%-61.4pp | 68.32%-50.4pp | 373.84%-355.9pp |
| Employer contribution / active EE | $6,748 | $5,247+28.6% | $4,859+38.9% | $4,755+41.9% |
| Participant deferral / active EE | $900 | $8,102-88.9% | $7,760-88.4% | $6,713-86.6% |
| Admin fee / account holder | $340 | $12,406-97.3% | $10,767-96.8% | $11,407-97.0% |