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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 | $18,902 | $53,128-64.4% | $86,581-78.2% | $70,124-73.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.88% | 27.66%-8.8pp | 965.06%-946.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,336 | $2,068+13.0% | $2,840-17.7% | $2,342-0.3% |
| Participant deferral / active EE | $731 | $2,695-72.9% | $3,609-79.7% | $3,332-78.1% |
| Admin fee / account holder | $1,369 | $3,584-61.8% | $4,904-72.1% | $4,645-70.5% |