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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 | $33,226 | $98,766-66.4% | $149,730-77.8% | $79,852-58.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.54% | 27.43%-14.9pp | 276.70%-264.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $4,175 | $3,217+29.8% | $4,645-10.1% | $2,471+68.9% |
| Participant deferral / active EE | $1,732 | $5,681-69.5% | $6,843-74.7% | $3,740-53.7% |
| Admin fee / account holder | $627 | $6,052-89.6% | $9,310-93.3% | $5,306-88.2% |