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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 | $25,384 | $91,198-72.2% | $178,503-85.8% | $79,856-68.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 29.38% | 24.20%+5.2pp | 151.12%-121.7pp | 31.71%-2.3pp |
| Employer contribution / active EE | $1,815 | $3,257-44.3% | $5,011-63.8% | $2,471-26.6% |
| Participant deferral / active EE | $532 | $3,237-83.6% | $5,202-89.8% | $3,741-85.8% |
| Admin fee / account holder | $4,115 | $6,748-39.0% | $13,987-70.6% | $5,306-22.5% |