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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 | $32,825 | $156,398-79.0% | $147,318-77.7% | $138,895-76.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.05% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $4,838 | $4,853-0.3% | $4,593+5.3% | $4,194+15.3% |
| Participant deferral / active EE | $1,286 | $8,237-84.4% | $7,906-83.7% | $6,396-79.9% |
| Admin fee / account holder | $8,048 | $14,976-46.3% | $13,708-41.3% | $12,562-35.9% |