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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 | $15,104 | $181,062-91.7% | $158,223-90.5% | $155,188-90.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.91% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,859 | $4,565-59.3% | $4,109-54.7% | $4,248-56.2% |
| Participant deferral / active EE | $1,866 | $6,134-69.6% | $5,467-65.9% | $6,531-71.4% |
| Admin fee / account holder | $413 | $18,825-97.8% | $16,047-97.4% | $14,480-97.1% |