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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 | $56,549 | $100,970-44.0% | $96,576-41.4% | $137,256-58.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.54% | 38.16%-24.6pp | 38.47%-24.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $700 | $3,809-81.6% | $3,553-80.3% | $4,156-83.2% |
| Participant deferral / active EE | $1,200 | $8,286-85.5% | $7,956-84.9% | $6,407-81.3% |
| Admin fee / account holder | $1,257 | $11,312-88.9% | $11,381-89.0% | $12,270-89.8% |