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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 | $174,379-83.8% | $152,093-81.5% | $138,895-79.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.31% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,098 | $4,652-54.9% | $4,175-49.7% | $4,194-50.0% |
| Participant deferral / active EE | $638 | $6,159-89.6% | $5,451-88.3% | $6,396-90.0% |
| Admin fee / account holder | $1,280 | $16,880-92.4% | $14,497-91.2% | $12,562-89.8% |