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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 | $19,040 | $183,539-89.6% | $155,556-87.8% | $145,897-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.21% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $4,800 | $5,315-9.7% | $4,675+2.7% | $4,663+3.0% |
| Participant deferral / active EE | $999 | $6,467-84.5% | $5,631-82.3% | $6,689-85.1% |
| Admin fee / account holder | $2,757 | $19,275-85.7% | $15,885-82.6% | $13,390-79.4% |