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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 | $16,531 | $154,228-89.3% | $145,433-88.6% | $137,256-88.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.00% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,483 | $4,804-69.1% | $4,554-67.4% | $4,156-64.3% |
| Participant deferral / active EE | $2,373 | $8,216-71.1% | $7,897-70.0% | $6,407-63.0% |
| Admin fee / account holder | $1,797 | $14,344-87.5% | $13,129-86.3% | $12,270-85.4% |