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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 | $42,162 | $68,586-38.5% | $120,380-65.0% | $80,911-47.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 13.24% | 23.62%-10.4pp | 107.28%-94.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $3,720 | $2,053+81.3% | $3,465+7.4% | $2,756+35.0% |
| Participant deferral / active EE | $281 | $3,174-91.1% | $4,992-94.4% | $4,297-93.5% |
| Admin fee / account holder | $308 | $5,733-94.6% | $9,421-96.7% | $6,935-95.6% |