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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 | $85,555 | $126,661-32.5% | $113,397-24.6% | $138,895-38.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.38% | 25.05%-10.7pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $852 | $3,456-75.3% | $2,977-71.4% | $4,194-79.7% |
| Participant deferral / active EE | $838 | $5,693-85.3% | $5,076-83.5% | $6,396-86.9% |
| Admin fee / account holder | $1,078 | $14,549-92.6% | $11,957-91.0% | $12,562-91.4% |