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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 | $48,737 | $107,666-54.7% | $102,184-52.3% | $154,746-68.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 11.96% | 29.33%-17.4pp | 31.58%-19.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $4,440 | $3,846+15.4% | $3,594+23.5% | $4,379+1.4% |
| Participant deferral / active EE | $700 | $8,719-92.0% | $8,309-91.6% | $6,730-89.6% |
| Admin fee / account holder | $1,756 | $12,943-86.4% | $11,609-84.9% | $14,365-87.8% |