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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 | $41,864 | $165,381-74.7% | $149,730-72.0% | $158,966-73.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.76% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.2pp |
| Employer contribution / active EE | $8,920 | $5,104+74.8% | $4,645+92.0% | $4,762+87.3% |
| Participant deferral / active EE | $186 | $7,182-97.4% | $6,843-97.3% | $5,983-96.9% |
| Admin fee / account holder | $421 | $10,809-96.1% | $9,310-95.5% | $11,250-96.3% |