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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 | $25,153 | $117,895-78.7% | $102,460-75.5% | $145,897-82.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.49% | 31.92%-22.4pp | 29.47%-20.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $3,163 | $3,619-12.6% | $3,025+4.6% | $4,663-32.2% |
| Participant deferral / active EE | $1,002 | $5,736-82.5% | $5,056-80.2% | $6,689-85.0% |
| Admin fee / account holder | $5,067 | $13,353-62.1% | $9,460-46.4% | $13,390-62.2% |