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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 | $22,440 | $183,592-87.8% | $155,567-85.6% | $145,959-84.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,660 | $5,315-50.0% | $4,674-43.1% | $4,661-42.9% |
| Participant deferral / active EE | $1,352 | $6,464-79.1% | $5,628-76.0% | $6,689-79.8% |
| Admin fee / account holder | $541 | $19,318-97.2% | $15,916-96.6% | $13,398-96.0% |