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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 | $17,901 | $148,582-88.0% | $135,942-86.8% | $139,456-87.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.22% | 79.26%-63.0pp | 68.28%-52.1pp | 373.45%-357.2pp |
| Employer contribution / active EE | $2,416 | $5,245-53.9% | $4,858-50.3% | $4,753-49.2% |
| Participant deferral / active EE | $2,117 | $8,101-73.9% | $7,759-72.7% | $6,711-68.5% |
| Admin fee / account holder | $1,057 | $12,402-91.5% | $10,764-90.2% | $11,407-90.7% |