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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 | $80,326 | $116,167-30.9% | $64,489+24.6% | $137,256-41.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 9.57% | 36.55%-27.0pp | 55.03%-45.5pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,849 | $2,483+14.7% | $1,523+87.0% | $4,156-31.5% |
| Participant deferral / active EE | $105 | $4,215-97.5% | $2,778-96.2% | $6,407-98.4% |
| Admin fee / account holder | $1,227 | $6,188-80.2% | $4,260-71.2% | $12,270-90.0% |