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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 | $39,474 | $107,368-63.2% | $92,915-57.5% | $152,909-74.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.08% | 145.64%-128.6pp | 109.45%-92.4pp | 345.46%-328.4pp |
| Employer contribution / active EE | $5,510 | $4,222+30.5% | $3,653+50.8% | $4,764+15.7% |
| Participant deferral / active EE | $867 | $4,848-82.1% | $4,238-79.5% | $5,851-85.2% |
| Admin fee / account holder | $10,717 | $7,082+51.3% | $5,796+84.9% | $11,601-7.6% |