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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 | $174,379-87.7% | $152,093-85.9% | $138,895-84.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.87% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,126 | $4,652-75.8% | $4,175-73.0% | $4,194-73.2% |
| Participant deferral / active EE | $1,356 | $6,159-78.0% | $5,451-75.1% | $6,396-78.8% |
| Admin fee / account holder | $2,027 | $16,880-88.0% | $14,497-86.0% | $12,562-83.9% |