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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 | $40,150 | $199,109-79.8% | $173,730-76.9% | $154,746-74.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.75% | 20.02%-5.3pp | 19.96%-5.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $488 | $7,113-93.1% | $6,326-92.3% | $6,730-92.8% |
| Admin fee / account holder | $485 | $20,916-97.7% | $17,523-97.2% | $14,365-96.6% |