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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 | $30,731 | $54,763-43.9% | $90,324-66.0% | $72,976-57.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.35% | 30.63%-7.3pp | 78.15%-54.8pp | 81.02%-57.7pp |
| Employer contribution / active EE | $3,521 | $2,093+68.2% | $2,856+23.3% | $2,440+44.3% |
| Participant deferral / active EE | $396 | $2,887-86.3% | $3,885-89.8% | $3,608-89.0% |
| Admin fee / account holder | $6,197 | $3,973+56.0% | $5,356+15.7% | $5,124+20.9% |