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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 | $39,906 | $134,817-70.4% | $123,973-67.8% | $155,188-74.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.57% | 515.49%-506.9pp | 388.13%-379.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $1,558 | $4,425-64.8% | $4,126-62.2% | $4,248-63.3% |
| Participant deferral / active EE | $868 | $5,706-84.8% | $5,247-83.5% | $6,531-86.7% |
| Admin fee / account holder | $7,432 | $13,245-43.9% | $11,799-37.0% | $14,480-48.7% |