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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 | $27,884 | $202,463-86.2% | $169,397-83.5% | $139,487-80.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.15% | 532.64%-516.5pp | 406.23%-390.1pp | 373.84%-357.7pp |
| Employer contribution / active EE | $767 | $4,694-83.7% | $4,013-80.9% | $4,755-83.9% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $530 | $10,726-95.1% | $9,017-94.1% | $11,407-95.4% |