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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 | $13,833 | $106,280-87.0% | $96,538-85.7% | $139,487-90.1% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.3%+12.0pp | 80.3%+6.0pp |
| Annual return | 17.96% | 38.48%-20.5pp | 35.74%-17.8pp | 373.84%-355.9pp |
| Employer contribution / active EE | $8,713 | $4,107+112.1% | $3,740+133.0% | $4,755+83.2% |
| Participant deferral / active EE | $65 | $5,457-98.8% | $4,880-98.7% | $6,713-99.0% |
| Admin fee / account holder | $6,474 | $7,888-17.9% | $6,737-3.9% | $11,407-43.2% |