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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 | $22,088 | $172,111-87.2% | $150,298-85.3% | $137,256-83.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.89% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,239 | $4,636-30.1% | $4,154-22.0% | $4,156-22.1% |
| Participant deferral / active EE | $1,212 | $6,166-80.3% | $5,453-77.8% | $6,407-81.1% |
| Admin fee / account holder | $817 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |