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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 | $51,315 | $111,535-54.0% | $105,223-51.2% | $137,256-62.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.28% | 237.85%-211.6pp | 180.65%-154.4pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,429 | $3,939-63.7% | $3,689-61.3% | $4,156-65.6% |
| Participant deferral / active EE | $514 | $5,500-90.6% | $5,072-89.9% | $6,407-92.0% |
| Admin fee / account holder | $491 | $9,721-94.9% | $8,859-94.5% | $12,270-96.0% |