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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 | $59,118 | $45,087+31.1% | $69,483-14.9% | $72,976-19.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 13.05% | 22.67%-9.6pp | 28.99%-15.9pp | 81.02%-68.0pp |
| Employer contribution / active EE | $8,143 | $2,055+296.2% | $2,780+192.9% | $2,440+233.7% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $379 | $3,057-87.6% | $3,841-90.1% | $5,124-92.6% |