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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 | $39,378 | $76,371-48.4% | $93,621-57.9% | $72,975-46.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.28% | 25.82%-5.5pp | 32.76%-12.5pp | 81.01%-60.7pp |
| Employer contribution / active EE | $4,507 | $2,276+98.0% | $2,719+65.8% | $2,440+84.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,713 | $6,839-75.0% | $7,890-78.3% | $5,124-66.6% |