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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 | $20,351 | $183,627-88.9% | $155,602-86.9% | $145,978-86.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.04% | 61.32%-51.3pp | 64.81%-54.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,650 | $5,316-50.1% | $4,675-43.3% | $4,662-43.1% |
| Participant deferral / active EE | $370 | $6,466-94.3% | $5,629-93.4% | $6,690-94.5% |
| Admin fee / account holder | $1,840 | $19,327-90.5% | $15,923-88.4% | $13,400-86.3% |