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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 | $19,725 | $183,592-89.3% | $155,574-87.3% | $145,877-86.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.09% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,043 | $5,317-61.6% | $4,676-56.3% | $4,663-56.2% |
| Participant deferral / active EE | $760 | $6,466-88.2% | $5,629-86.5% | $6,691-88.6% |
| Admin fee / account holder | $2,717 | $19,316-85.9% | $15,914-82.9% | $13,402-79.7% |