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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 | $27,308 | $154,228-82.3% | $145,433-81.2% | $137,256-80.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.24% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,540 | $4,804-67.9% | $4,554-66.2% | $4,156-62.9% |
| Participant deferral / active EE | $2,008 | $8,216-75.6% | $7,897-74.6% | $6,407-68.7% |
| Admin fee / account holder | $3,316 | $14,344-76.9% | $13,129-74.7% | $12,270-73.0% |