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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 | $28,111 | $181,062-84.5% | $158,223-82.2% | $155,188-81.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.03% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $1,928 | $4,565-57.8% | $4,109-53.1% | $4,248-54.6% |
| Participant deferral / active EE | $965 | $6,134-84.3% | $5,467-82.4% | $6,531-85.2% |
| Admin fee / account holder | $9,003 | $18,825-52.2% | $16,047-43.9% | $14,480-37.8% |