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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 | $172,111-83.7% | $150,298-81.3% | $137,256-79.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.03% | 69.37%-56.3pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,928 | $4,636-58.4% | $4,154-53.6% | $4,156-53.6% |
| Participant deferral / active EE | $965 | $6,166-84.4% | $5,453-82.3% | $6,407-84.9% |
| Admin fee / account holder | $9,003 | $16,471-45.3% | $14,116-36.2% | $12,270-26.6% |