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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 | $38,156 | $69,541-45.1% | $59,899-36.3% | $135,380-71.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.18% | 7.95%+1.2pp | 3.46%+5.7pp | 519.81%-510.6pp |
| Employer contribution / active EE | $670 | $3,236-79.3% | $2,723-75.4% | $4,779-86.0% |
| Participant deferral / active EE | $419 | $4,206-90.0% | $3,402-87.7% | $5,609-92.5% |
| Admin fee / account holder | $1,516 | $5,737-73.6% | $3,592-57.8% | $10,828-86.0% |