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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 | $23,637 | $165,361-85.7% | $149,715-84.2% | $158,950-85.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.20% | 348.24%-320.0pp | 276.66%-248.5pp | 302.91%-274.7pp |
| Employer contribution / active EE | $1,751 | $5,103-65.7% | $4,645-62.3% | $4,762-63.2% |
| Participant deferral / active EE | $2,083 | $7,182-71.0% | $6,842-69.5% | $5,983-65.2% |
| Admin fee / account holder | $1,430 | $10,808-86.8% | $9,310-84.6% | $11,248-87.3% |