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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 | $36,478 | $124,980-70.8% | $108,359-66.3% | $154,746-76.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.82% | 45.00%-33.2pp | 36.89%-25.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,400 | $2,851-15.8% | $2,3990% | $4,379-45.2% |
| Participant deferral / active EE | $1,200 | $4,743-74.7% | $4,137-71.0% | $6,730-82.2% |
| Admin fee / account holder | $382 | $11,502-96.7% | $9,741-96.1% | $14,365-97.3% |