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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 | $42,559 | $138,312-69.2% | $122,979-65.4% | $155,188-72.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.40% | 22.06%-4.7pp | 20.12%-2.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $5,131 | $3,530+45.3% | $3,062+67.5% | $4,248+20.8% |
| Participant deferral / active EE | $1,327 | $5,592-76.3% | $5,003-73.5% | $6,531-79.7% |
| Admin fee / account holder | $312 | $15,089-97.9% | $12,864-97.6% | $14,480-97.8% |