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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 | $22,514 | $97,125-76.8% | $86,233-73.9% | $137,256-83.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.16% | 74.19%-63.0pp | 61.39%-50.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $9,193 | $2,841+223.6% | $2,504+267.1% | $4,156+121.2% |
| Participant deferral / active EE | $6 | $5,180-99.9% | $4,559-99.9% | $6,407-99.9% |
| Admin fee / account holder | $608 | $9,725-93.8% | $8,342-92.7% | $12,270-95.0% |