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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 | $28,180 | $181,062-84.4% | $158,223-82.2% | $155,188-81.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.31% | 57.39%-45.1pp | 52.09%-39.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,098 | $4,565-54.0% | $4,109-48.9% | $4,248-50.6% |
| Participant deferral / active EE | $638 | $6,134-89.6% | $5,467-88.3% | $6,531-90.2% |
| Admin fee / account holder | $1,280 | $18,825-93.2% | $16,047-92.0% | $14,480-91.2% |