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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 | $18,076 | $183,516-90.2% | $155,534-88.4% | $145,884-87.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.32% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,545 | $5,315-52.1% | $4,675-45.6% | $4,662-45.4% |
| Participant deferral / active EE | $1,603 | $6,467-75.2% | $5,630-71.5% | $6,690-76.0% |
| Admin fee / account holder | $1,168 | $19,293-93.9% | $15,900-92.7% | $13,392-91.3% |