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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 | $69,644 | $105,960-34.3% | $81,726-14.8% | $158,982-56.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 9.38% | 38.19%-28.8pp | 29.49%-20.1pp | 302.99%-293.6pp |
| Employer contribution / active EE | $2,154 | $7,805-72.4% | $4,311-50.0% | $4,763-54.8% |
| Participant deferral / active EE | $269 | $13,011-97.9% | $7,108-96.2% | $5,983-95.5% |
| Admin fee / account holder | $1,448 | $8,494-83.0% | $5,160-71.9% | $11,252-87.1% |