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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 | $27,176 | $155,555-82.5% | $146,866-81.5% | $155,188-82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.80% | 115.41%-101.6pp | 102.85%-89.1pp | 148.84%-135.0pp |
| Employer contribution / active EE | $4,150 | $4,647-10.7% | $4,425-6.2% | $4,248-2.3% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $563 | $14,755-96.2% | $13,620-95.9% | $14,480-96.1% |