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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 | $29,821 | $183,592-83.8% | $155,574-80.8% | $145,877-79.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,245 | $5,317-76.6% | $4,676-73.4% | $4,663-73.3% |
| Participant deferral / active EE | $544 | $6,466-91.6% | $5,629-90.3% | $6,691-91.9% |
| Admin fee / account holder | $1,431 | $19,316-92.6% | $15,914-91.0% | $13,402-89.3% |