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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 | $19,190 | $88,815-78.4% | $81,882-76.6% | $145,897-86.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.13% | 1033.75%-1019.6pp | 779.47%-765.3pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,481 | $3,086-19.6% | $2,916-14.9% | $4,663-46.8% |
| Participant deferral / active EE | $621 | $4,647-86.6% | $4,323-85.6% | $6,689-90.7% |
| Admin fee / account holder | $587 | $8,434-93.0% | $7,360-92.0% | $13,390-95.6% |