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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 | $17,589 | $155,555-88.7% | $146,866-88.0% | $155,188-88.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.96% | 115.41%-94.5pp | 102.85%-81.9pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,054 | $4,647-77.3% | $4,425-76.2% | $4,248-75.2% |
| Participant deferral / active EE | $1,308 | $8,044-83.7% | $7,759-83.1% | $6,531-80.0% |
| Admin fee / account holder | $1,573 | $14,755-89.3% | $13,620-88.5% | $14,480-89.1% |