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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 | $31,766 | $84,236-62.3% | $170,435-81.4% | $70,126-54.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 27.21% | 23.06%+4.1pp | 205.94%-178.7pp | 73.15%-45.9pp |
| Employer contribution / active EE | $7,606 | $3,387+124.5% | $5,432+40.0% | $2,343+224.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,845 | $5,698-67.6% | $13,881-86.7% | $4,645-60.3% |