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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 | $33,561 | $138,312-75.7% | $122,979-72.7% | $155,188-78.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.97% | 22.06%-8.1pp | 20.12%-6.1pp | 148.84%-134.9pp |
| Employer contribution / active EE | $1,579 | $3,530-55.3% | $3,062-48.4% | $4,248-62.8% |
| Participant deferral / active EE | $711 | $5,592-87.3% | $5,003-85.8% | $6,531-89.1% |
| Admin fee / account holder | $558 | $15,089-96.3% | $12,864-95.7% | $14,480-96.1% |