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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 | $22,166 | $162,136-86.3% | $152,301-85.4% | $154,746-85.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 36.54% | 91.02%-54.5pp | 80.50%-44.0pp | 172.34%-135.8pp |
| Employer contribution / active EE | $1,598 | $4,890-67.3% | $4,624-65.4% | $4,379-63.5% |
| Participant deferral / active EE | $1,740 | $8,341-79.1% | $8,004-78.3% | $6,730-74.1% |
| Admin fee / account holder | $525 | $15,759-96.7% | $14,398-96.4% | $14,365-96.3% |