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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 | $21,404 | $185,312-88.4% | $161,489-86.7% | $154,746-86.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.87% | 103.84%-92.0pp | 89.72%-77.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,126 | $4,769-76.4% | $4,268-73.6% | $4,379-74.3% |
| Participant deferral / active EE | $1,356 | $6,350-78.6% | $5,630-75.9% | $6,730-79.8% |
| Admin fee / account holder | $2,027 | $18,654-89.1% | $16,006-87.3% | $14,365-85.9% |