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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 | $25,199 | $126,661-80.1% | $113,397-77.8% | $138,895-81.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.75% | 25.05%-13.3pp | 23.20%-11.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $4,828 | $3,456+39.7% | $2,977+62.2% | $4,194+15.1% |
| Participant deferral / active EE | $747 | $5,693-86.9% | $5,076-85.3% | $6,396-88.3% |
| Admin fee / account holder | $9,684 | $14,549-33.4% | $11,957-19.0% | $12,562-22.9% |