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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 | $51,665 | $106,280-51.4% | $96,538-46.5% | $139,487-63.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.54% | 38.48%-20.9pp | 35.74%-18.2pp | 373.84%-356.3pp |
| Employer contribution / active EE | $8,119 | $4,107+97.7% | $3,740+117.1% | $4,755+70.8% |
| Participant deferral / active EE | $1,078 | $5,457-80.2% | $4,880-77.9% | $6,713-83.9% |
| Admin fee / account holder | $953 | $7,888-87.9% | $6,737-85.9% | $11,407-91.6% |