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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 | $23,347 | $114,013-79.5% | $103,693-77.5% | $155,188-85.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.30% | 49.31%-28.0pp | 47.61%-26.3pp | 148.84%-127.5pp |
| Employer contribution / active EE | $4,075 | $3,131+30.1% | $2,920+39.5% | $4,248-4.1% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,729 | $8,407-8.1% | $7,858-1.6% | $14,480-46.6% |