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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 | $31,875 | $201,370-84.2% | $184,256-82.7% | $145,897-78.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.26% | 29.05%-15.8pp | 28.85%-15.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,612 | $7,024-77.0% | $6,427-74.9% | $4,663-65.4% |
| Participant deferral / active EE | $2,689 | $9,808-72.6% | $9,133-70.6% | $6,689-59.8% |
| Admin fee / account holder | $719 | $16,364-95.6% | $13,899-94.8% | $13,390-94.6% |