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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 | $97,943 | $99,345-1.4% | $84,753+15.6% | $273,972-64.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.64% | 22.93%-12.3pp | 22.78%-12.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $13,215 | $4,214+213.6% | $3,574+269.7% | $4,869+171.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $542 | $6,645-91.9% | $5,333-89.8% | $10,133-94.7% |