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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 | $31,122 | $211,224-85.3% | $178,505-82.6% | $145,897-78.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.09% | 30.28%-21.2pp | 27.16%-18.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $3,450 | $4,577-24.6% | $3,955-12.8% | $4,663-26.0% |
| Participant deferral / active EE | $600 | $6,966-91.4% | $6,280-90.4% | $6,689-91.0% |
| Admin fee / account holder | $3,907 | $12,109-67.7% | $10,428-62.5% | $13,390-70.8% |