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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 | $24,806 | $172,111-85.6% | $150,298-83.5% | $137,256-81.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.04% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,299 | $4,636-72.0% | $4,154-68.7% | $4,156-68.7% |
| Participant deferral / active EE | $1,176 | $6,166-80.9% | $5,453-78.4% | $6,407-81.6% |
| Admin fee / account holder | $2,526 | $16,471-84.7% | $14,116-82.1% | $12,270-79.4% |