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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 | $57,648 | $185,905-69.0% | $170,057-66.1% | $139,487-58.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.45% | 60.56%-28.1pp | 53.42%-21.0pp | 373.84%-341.4pp |
| Employer contribution / active EE | $5,140 | $7,597-32.3% | $6,790-24.3% | $4,755+8.1% |
| Participant deferral / active EE | $942 | $11,627-91.9% | $10,411-91.0% | $6,713-86.0% |
| Admin fee / account holder | $407 | $15,397-97.4% | $12,826-96.8% | $11,407-96.4% |