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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 | $24,687 | $112,729-78.1% | $98,716-75.0% | $137,256-82.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.30% | 38.48%-26.2pp | 31.81%-19.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $903 | $2,725-66.9% | $2,279-60.4% | $4,156-78.3% |
| Participant deferral / active EE | $250 | $4,640-94.6% | $4,048-93.8% | $6,407-96.1% |
| Admin fee / account holder | $388 | $10,129-96.2% | $8,703-95.5% | $12,270-96.8% |