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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 | $27,365 | $81,504-66.4% | $102,437-73.3% | $80,959-66.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.11% | 25.60%-8.5pp | 24.95%-7.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $11,043 | $3,104+255.8% | $3,871+185.3% | $2,757+300.5% |
| Participant deferral / active EE | $1,094 | $3,871-71.7% | $5,060-78.4% | $4,300-74.6% |
| Admin fee / account holder | $2,278 | $6,719-66.1% | $8,388-72.8% | $6,925-67.1% |