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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 | $27,812 | $165,399-83.2% | $149,745-81.4% | $158,982-82.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.90% | 348.34%-331.4pp | 276.72%-259.8pp | 302.99%-286.1pp |
| Employer contribution / active EE | $1,385 | $5,105-72.9% | $4,646-70.2% | $4,763-70.9% |
| Participant deferral / active EE | $951 | $7,183-86.8% | $6,843-86.1% | $5,983-84.1% |
| Admin fee / account holder | $1,880 | $10,811-82.6% | $9,312-79.8% | $11,252-83.3% |