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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 | $201,372-79.9% | $184,260-78.0% | $145,884-72.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.28% | 29.04%-17.8pp | 28.84%-17.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $6,660 | $7,024-5.2% | $6,427+3.6% | $4,662+42.9% |
| Participant deferral / active EE | $2,927 | $9,808-70.2% | $9,133-67.9% | $6,690-56.2% |
| Admin fee / account holder | $1,834 | $16,362-88.8% | $13,898-86.8% | $13,392-86.3% |