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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 | $32,154 | $212,386-84.9% | $199,883-83.9% | $138,895-76.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.26% | 47.75%-35.5pp | 43.81%-31.6pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,871 | $9,617-70.1% | $9,138-68.6% | $6,396-55.1% |
| Admin fee / account holder | $316 | $18,233-98.3% | $17,268-98.2% | $12,562-97.5% |