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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 | $27,107 | $201,344-86.5% | $184,243-85.3% | $145,877-81.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.90% | 29.01%-17.1pp | 28.82%-16.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,558 | $7,022-63.6% | $6,427-60.2% | $4,663-45.1% |
| Participant deferral / active EE | $3,046 | $9,807-68.9% | $9,132-66.6% | $6,691-54.5% |
| Admin fee / account holder | $1,209 | $16,382-92.6% | $13,914-91.3% | $13,402-91.0% |