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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 | $40,410 | $89,370-54.8% | $141,197-71.4% | $72,976-44.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.28% | 111.88%-91.6pp | 71.41%-51.1pp | 81.02%-60.7pp |
| Employer contribution / active EE | $1,266 | $3,115-59.4% | $4,736-73.3% | $2,440-48.1% |
| Participant deferral / active EE | $1,846 | $5,419-65.9% | $6,710-72.5% | $3,608-48.8% |
| Admin fee / account holder | $364 | $5,957-93.9% | $10,265-96.5% | $5,124-92.9% |