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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 | $172,391 | $67,602+155.0% | $82,312+109.4% | $70,126+145.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.56% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $583 | $1,755-66.8% | $2,428-76.0% | $2,343-75.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,827 | $4,512-59.5% | $5,608-67.4% | $4,645-60.7% |