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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 | $38,893 | $105,929-63.3% | $81,926-52.5% | $158,950-75.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 11.60% | 38.19%-26.6pp | 29.49%-17.9pp | 302.91%-291.3pp |
| Employer contribution / active EE | $912 | $7,802-88.3% | $4,310-78.8% | $4,762-80.8% |
| Participant deferral / active EE | $455 | $13,007-96.5% | $7,108-93.6% | $5,983-92.4% |
| Admin fee / account holder | $1,311 | $8,492-84.6% | $5,159-74.6% | $11,248-88.3% |