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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 | $35,332 | $156,398-77.4% | $147,318-76.0% | $138,895-74.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.98% | 78.75%-53.8pp | 70.43%-45.4pp | 145.39%-120.4pp |
| Employer contribution / active EE | $1,636 | $4,853-66.3% | $4,593-64.4% | $4,194-61.0% |
| Participant deferral / active EE | $67 | $8,237-99.2% | $7,906-99.2% | $6,396-99.0% |
| Admin fee / account holder | $820 | $14,976-94.5% | $13,708-94.0% | $12,562-93.5% |