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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 | $25,710 | $185,312-86.1% | $161,489-84.1% | $154,746-83.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.22% | 103.84%-93.6pp | 89.72%-79.5pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,806 | $4,769-62.1% | $4,268-57.7% | $4,379-58.8% |
| Participant deferral / active EE | $1,729 | $6,350-72.8% | $5,630-69.3% | $6,730-74.3% |
| Admin fee / account holder | $948 | $18,654-94.9% | $16,006-94.1% | $14,365-93.4% |