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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 | $26,604 | $154,228-82.7% | $145,433-81.7% | $137,256-80.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.20% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,057 | $4,804-57.2% | $4,554-54.8% | $4,156-50.5% |
| Participant deferral / active EE | $2,182 | $8,216-73.4% | $7,897-72.4% | $6,407-65.9% |
| Admin fee / account holder | $3,382 | $14,344-76.4% | $13,129-74.2% | $12,270-72.4% |