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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 | $31,304 | $185,905-83.2% | $170,057-81.6% | $139,487-77.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.77% | 60.56%-43.8pp | 53.42%-36.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $2,896 | $7,597-61.9% | $6,790-57.3% | $4,755-39.1% |
| Participant deferral / active EE | $2,159 | $11,627-81.4% | $10,411-79.3% | $6,713-67.8% |
| Admin fee / account holder | $837 | $15,397-94.6% | $12,826-93.5% | $11,407-92.7% |