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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 | $20,252 | $99,053-79.6% | $88,179-77.0% | $138,895-85.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 11.70% | 78.17%-66.5pp | 64.97%-53.3pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,389 | $2,882-51.8% | $2,549-45.5% | $4,194-66.9% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,383 | $8,748-84.2% | $7,673-82.0% | $12,562-89.0% |