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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 | $27,420 | $99,053-72.3% | $88,179-68.9% | $138,895-80.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.78% | 78.17%-63.4pp | 64.97%-50.2pp | 145.39%-130.6pp |
| Employer contribution / active EE | $5,575 | $2,882+93.4% | $2,549+118.7% | $4,194+32.9% |
| Participant deferral / active EE | $738 | $5,225-85.9% | $4,614-84.0% | $6,396-88.5% |
| Admin fee / account holder | $519 | $8,748-94.1% | $7,673-93.2% | $12,562-95.9% |