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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 | $27,154 | $81,262-66.6% | $155,602-82.5% | $80,911-66.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.28% | 33.34%-20.1pp | 64.81%-51.5pp | 35.63%-22.3pp |
| Employer contribution / active EE | $4,763 | $3,102+53.5% | $4,675+1.9% | $2,756+72.8% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $504 | $7,992-93.7% | $15,923-96.8% | $6,935-92.7% |