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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 | $123,155-80.0% | $108,753-77.3% | $155,188-84.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.30% | 44.73%-32.4pp | 37.47%-25.2pp | 148.84%-136.5pp |
| Employer contribution / active EE | $903 | $2,811-67.9% | $2,427-62.8% | $4,248-78.7% |
| Participant deferral / active EE | $250 | $4,623-94.6% | $4,115-93.9% | $6,531-96.2% |
| Admin fee / account holder | $388 | $12,126-96.8% | $10,320-96.2% | $14,480-97.3% |