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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 | $20,384 | $100,970-79.8% | $96,576-78.9% | $137,256-85.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.99% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,262 | $3,809-40.6% | $3,553-36.3% | $4,156-45.6% |
| Participant deferral / active EE | $1,283 | $8,286-84.5% | $7,956-83.9% | $6,407-80.0% |
| Admin fee / account holder | $1,697 | $11,312-85.0% | $11,381-85.1% | $12,270-86.2% |