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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 | $76,203 | $79,961-4.7% | $98,462-22.6% | $75,177+1.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 43.29% | 19.75%+23.5pp | 21.17%+22.1pp | 160.75%-117.5pp |
| Employer contribution / active EE | $6,097 | $2,264+169.3% | $3,049+100.0% | $2,671+128.3% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $857 | $6,842-87.5% | $8,875-90.3% | $5,651-84.8% |