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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 | $40,455 | $201,344-79.9% | $184,243-78.0% | $145,877-72.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.28% | 29.01%-17.7pp | 28.82%-17.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $6,660 | $7,022-5.2% | $6,427+3.6% | $4,663+42.8% |
| Participant deferral / active EE | $2,927 | $9,807-70.2% | $9,132-67.9% | $6,691-56.3% |
| Admin fee / account holder | $1,834 | $16,382-88.8% | $13,914-86.8% | $13,402-86.3% |