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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 | $19,467 | $102,245-81.0% | $89,340-78.2% | $137,256-85.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.55% | 21.89%-4.3pp | 20.57%-3.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $388 | $2,529-84.7% | $2,231-82.6% | $4,156-90.7% |
| Participant deferral / active EE | $596 | $4,436-86.6% | $3,823-84.4% | $6,407-90.7% |
| Admin fee / account holder | $373 | $8,085-95.4% | $6,704-94.4% | $12,270-97.0% |