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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 | $20,064 | $185,312-89.2% | $161,489-87.6% | $154,746-87.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.04% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $4,712 | $4,769-1.2% | $4,268+10.4% | $4,379+7.6% |
| Participant deferral / active EE | $1,621 | $6,350-74.5% | $5,630-71.2% | $6,730-75.9% |
| Admin fee / account holder | $1,338 | $18,654-92.8% | $16,006-91.6% | $14,365-90.7% |