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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 | $100,970-79.4% | $96,576-78.5% | $137,256-84.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.60% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,647 | $3,809-56.8% | $3,553-53.6% | $4,156-60.4% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,337 | $11,312+26.7% | $11,381+26.0% | $12,270+16.8% |