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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 | $21,166 | $155,555-86.4% | $146,866-85.6% | $155,188-86.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.47% | 115.41%-97.9pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,609 | $4,647-65.4% | $4,425-63.6% | $4,248-62.1% |
| Participant deferral / active EE | $1,833 | $8,044-77.2% | $7,759-76.4% | $6,531-71.9% |
| Admin fee / account holder | $415 | $14,755-97.2% | $13,620-97.0% | $14,480-97.1% |