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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 | $40,856 | $77,449-47.2% | $69,483-41.2% | $152,909-73.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.10% | 39.09%-18.0pp | 28.99%-7.9pp | 345.46%-324.4pp |
| Employer contribution / active EE | $7,518 | $3,316+126.7% | $2,780+170.5% | $4,764+57.8% |
| Participant deferral / active EE | $658 | $4,415-85.1% | $3,537-81.4% | $5,851-88.7% |
| Admin fee / account holder | $798 | $6,210-87.1% | $3,841-79.2% | $11,601-93.1% |