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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 | $38,784 | $138,312-72.0% | $122,979-68.5% | $155,188-75.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.02% | 22.06%-9.0pp | 20.12%-7.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $4,917 | $3,530+39.3% | $3,062+60.6% | $4,248+15.7% |
| Participant deferral / active EE | $1,368 | $5,592-75.5% | $5,003-72.7% | $6,531-79.1% |
| Admin fee / account holder | $7,960 | $15,089-47.2% | $12,864-38.1% | $14,480-45.0% |