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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 | $38,662 | $25,014+54.6% | $69,460-44.3% | $80,911-52.2% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 12.91% | 19.08%-6.2pp | 100.80%-87.9pp | 35.63%-22.7pp |
| Employer contribution / active EE | $6,924 | $991+598.5% | $1,714+303.9% | $2,756+151.2% |
| Participant deferral / active EE | $384 | $1,839-79.1% | $2,890-86.7% | $4,297-91.1% |
| Admin fee / account holder | $525 | $2,491-78.9% | $4,695-88.8% | $6,935-92.4% |