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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 | $26,697 | $211,224-87.4% | $178,505-85.0% | $145,897-81.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.80% | 30.28%-16.5pp | 27.16%-13.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,856 | $4,577-59.4% | $3,955-53.1% | $4,663-60.2% |
| Participant deferral / active EE | $914 | $6,966-86.9% | $6,280-85.4% | $6,689-86.3% |
| Admin fee / account holder | $2,015 | $12,109-83.4% | $10,428-80.7% | $13,390-84.9% |