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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 | $24,577 | $162,136-84.8% | $152,301-83.9% | $154,746-84.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.46% | 91.02%-74.6pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $4,112 | $4,890-15.9% | $4,624-11.1% | $4,379-6.1% |
| Participant deferral / active EE | $2,394 | $8,341-71.3% | $8,004-70.1% | $6,730-64.4% |
| Admin fee / account holder | $718 | $15,759-95.4% | $14,398-95.0% | $14,365-95.0% |