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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 | $23,149 | $172,111-86.6% | $150,298-84.6% | $137,256-83.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.04% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,593 | $4,636-22.5% | $4,154-13.5% | $4,156-13.6% |
| Participant deferral / active EE | $729 | $6,166-88.2% | $5,453-86.6% | $6,407-88.6% |
| Admin fee / account holder | $738 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |