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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 | $29,413 | $93,617-68.6% | $135,982-78.4% | $75,177-60.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.12% | 30.89%-9.8pp | 68.32%-47.2pp | 160.75%-139.6pp |
| Employer contribution / active EE | $10,131 | $3,538+186.3% | $4,859+108.5% | $2,671+279.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $567 | $6,980-91.9% | $10,767-94.7% | $5,651-90.0% |