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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 | $30,664 | $110,379-72.2% | $102,412-70.1% | $145,884-79.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.48% | 24.84%-0.4pp | 24.94%-0.5pp | 551.85%-527.4pp |
| Employer contribution / active EE | $4,551 | $4,216+7.9% | $3,870+17.6% | $4,662-2.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,348 | $9,745-86.2% | $8,388-83.9% | $13,392-89.9% |