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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 | $23,355 | $99,345-76.5% | $84,753-72.4% | $273,972-91.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.23% | 22.93%-13.7pp | 22.78%-13.6pp | 41.46%-32.2pp |
| Employer contribution / active EE | $8,601 | $4,214+104.1% | $3,574+140.6% | $4,869+76.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,310 | $6,645-80.3% | $5,333-75.4% | $10,133-87.1% |