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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 | $20,812 | $107,666-80.7% | $102,184-79.6% | $154,746-86.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.60% | 29.33%-14.7pp | 31.58%-17.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,647 | $3,846-57.2% | $3,594-54.2% | $4,379-62.4% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,337 | $12,943+10.8% | $11,609+23.5% | $14,365-0.2% |