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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 | $12,185 | $90,538-86.5% | $88,457-86.2% | $154,746-92.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 21.71% | 37.97%-16.3pp | 32.69%-11.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $4,495 | $4,914-8.5% | $4,681-4.0% | $4,379+2.6% |
| Participant deferral / active EE | $559 | $6,073-90.8% | $5,667-90.1% | $6,730-91.7% |
| Admin fee / account holder | $1,355 | $10,337-86.9% | $9,606-85.9% | $14,365-90.6% |