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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 | $26,814 | $106,247-74.8% | $96,515-72.2% | $139,466-80.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.33% | 38.47%-25.1pp | 35.73%-22.4pp | 373.66%-360.3pp |
| Employer contribution / active EE | $5,570 | $4,106+35.7% | $3,740+48.9% | $4,754+17.2% |
| Participant deferral / active EE | $67 | $5,456-98.8% | $4,880-98.6% | $6,712-99.0% |
| Admin fee / account holder | $983 | $7,885-87.5% | $6,735-85.4% | $11,409-91.4% |