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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 | $22,255 | $94,439-76.4% | $73,658-69.8% | $154,746-85.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 20.05% | 28.25%-8.2pp | 29.72%-9.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $5,241 | $1,257+316.9% | $1,032+407.7% | $4,379+19.7% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,167 | $3,843-69.6% | $3,357-65.2% | $14,365-91.9% |