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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 | $22,613 | $183,516-87.7% | $155,534-85.5% | $145,884-84.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.11% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,222 | $5,315-77.0% | $4,675-73.9% | $4,662-73.8% |
| Participant deferral / active EE | $265 | $6,467-95.9% | $5,630-95.3% | $6,690-96.0% |
| Admin fee / account holder | $63,562 | $19,293+229.4% | $15,900+299.8% | $13,392+374.6% |