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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 | $31,481 | $162,136-80.6% | $152,301-79.3% | $154,746-79.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.04% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,982 | $4,890-59.5% | $4,624-57.1% | $4,379-54.7% |
| Participant deferral / active EE | $1,510 | $8,341-81.9% | $8,004-81.1% | $6,730-77.6% |
| Admin fee / account holder | $8,313 | $15,759-47.2% | $14,398-42.3% | $14,365-42.1% |