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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 | $64,037 | $49,239+30.1% | $70,462-9.1% | $79,858-19.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.51% | 30.08%-18.6pp | 109.08%-97.6pp | 31.72%-20.2pp |
| Employer contribution / active EE | $996 | $2,100-52.6% | $2,737-63.6% | $2,471-59.7% |
| Participant deferral / active EE | $328 | $2,769-88.2% | $3,710-91.2% | $3,740-91.2% |
| Admin fee / account holder | $527 | $2,876-81.7% | $3,845-86.3% | $5,306-90.1% |