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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 | $48,904 | $77,419-36.8% | $69,461-29.6% | $152,885-68.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 9.81% | 39.07%-29.3pp | 28.97%-19.2pp | 345.39%-335.6pp |
| Employer contribution / active EE | $6,450 | $3,315+94.5% | $2,779+132.0% | $4,763+35.4% |
| Participant deferral / active EE | $467 | $4,414-89.4% | $3,536-86.8% | $5,851-92.0% |
| Admin fee / account holder | $4,898 | $6,207-21.1% | $3,840+27.6% | $11,598-57.8% |