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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 | $12,185 | $70,532-82.7% | $68,948-82.3% | $137,256-91.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 21.71% | 32.56%-10.8pp | 28.39%-6.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $4,495 | $4,355+3.2% | $4,165+7.9% | $4,156+8.2% |
| Participant deferral / active EE | $559 | $6,773-91.7% | $6,186-91.0% | $6,407-91.3% |
| Admin fee / account holder | $1,355 | $7,916-82.9% | $7,539-82.0% | $12,270-89.0% |