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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 | $16,663 | $156,398-89.3% | $147,318-88.7% | $138,895-88.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.14% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,764 | $4,853-43.1% | $4,593-39.8% | $4,194-34.1% |
| Participant deferral / active EE | $2,485 | $8,237-69.8% | $7,906-68.6% | $6,396-61.2% |
| Admin fee / account holder | $1,637 | $14,976-89.1% | $13,708-88.1% | $12,562-87.0% |