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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 | $28,875 | $178,174-83.8% | $156,181-81.5% | $137,256-79.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.67% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,537 | $4,972-69.1% | $4,294-64.2% | $4,156-63.0% |
| Participant deferral / active EE | $1,537 | $6,888-77.7% | $6,132-74.9% | $6,407-76.0% |
| Admin fee / account holder | $961 | $17,404-94.5% | $14,586-93.4% | $12,270-92.2% |