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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 | $40,352 | $64,307-37.3% | $57,349-29.6% | $125,388-67.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.17% | 25.14%-23.0pp | 24.40%-22.2pp | 282.24%-280.1pp |
| Employer contribution / active EE | $5,239 | $3,193+64.1% | $2,689+94.9% | $4,866+7.7% |
| Participant deferral / active EE | $358 | $3,847-90.7% | $3,162-88.7% | $5,352-93.3% |
| Admin fee / account holder | $1,276 | $5,242-75.7% | $3,356-62.0% | $9,541-86.6% |