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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 | $39,137 | $73,978-47.1% | $96,515-59.4% | $75,173-47.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.16% | 26.72%-10.6pp | 35.73%-19.6pp | 160.72%-144.6pp |
| Employer contribution / active EE | $8,362 | $2,931+185.3% | $3,740+123.6% | $2,671+213.1% |
| Participant deferral / active EE | $559 | $3,660-84.7% | $4,880-88.5% | $4,126-86.4% |
| Admin fee / account holder | $883 | $5,219-83.1% | $6,735-86.9% | $5,651-84.4% |