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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 | $41,233 | $167,522-75.4% | $151,639-72.8% | $134,532-69.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.16% | 7.81%-6.6pp | 3.34%-2.2pp | 418.27%-417.1pp |
| Employer contribution / active EE | $2,545 | $6,828-62.7% | $6,165-58.7% | $4,741-46.3% |
| Participant deferral / active EE | $819 | $8,986-90.9% | $8,363-90.2% | $6,401-87.2% |
| Admin fee / account holder | $511 | $13,780-96.3% | $11,613-95.6% | $11,429-95.5% |