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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 | $148,623-88.0% | $135,974-86.8% | $139,466-87.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.22% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,416 | $5,246-53.9% | $4,859-50.3% | $4,754-49.2% |
| Participant deferral / active EE | $2,117 | $8,103-73.9% | $7,760-72.7% | $6,712-68.5% |
| Admin fee / account holder | $1,057 | $12,406-91.5% | $10,767-90.2% | $11,409-90.7% |