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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 | $7,663 | $100,125-92.3% | $81,482-90.6% | $145,978-94.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.25% | 34.44%-26.2pp | 24.79%-16.5pp | 550.52%-542.3pp |
| Employer contribution / active EE | $6,303 | $2,977+111.7% | $2,463+155.9% | $4,662+35.2% |
| Participant deferral / active EE | $150 | $4,609-96.7% | $3,885-96.1% | $6,690-97.8% |
| Admin fee / account holder | $1,053 | $8,198-87.2% | $5,761-81.7% | $13,400-92.1% |