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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 | $25,594 | $228,395-88.8% | $185,861-86.2% | $158,982-83.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.92% | 40.82%-26.9pp | 35.96%-22.0pp | 302.99%-289.1pp |
| Employer contribution / active EE | $4,646 | $4,968-6.5% | $4,088+13.7% | $4,763-2.4% |
| Participant deferral / active EE | $331 | $6,417-94.8% | $5,634-94.1% | $5,983-94.5% |
| Admin fee / account holder | $1,077 | $11,869-90.9% | $9,503-88.7% | $11,252-90.4% |