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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 | $26,361 | $69,541-62.1% | $59,899-56.0% | $135,380-80.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.25% | 7.95%+3.3pp | 3.46%+7.8pp | 519.81%-508.6pp |
| Employer contribution / active EE | $4,655 | $3,236+43.9% | $2,723+71.0% | $4,779-2.6% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,610 | $5,737+32.6% | $3,592+111.8% | $10,828-29.7% |