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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 | $41,638 | $181,062-77.0% | $158,223-73.7% | $155,188-73.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.83% | 57.39%-48.6pp | 52.09%-43.3pp | 148.84%-140.0pp |
| Employer contribution / active EE | $1,757 | $4,565-61.5% | $4,109-57.2% | $4,248-58.6% |
| Participant deferral / active EE | $160 | $6,134-97.4% | $5,467-97.1% | $6,531-97.6% |
| Admin fee / account holder | $537 | $18,825-97.1% | $16,047-96.7% | $14,480-96.3% |