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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 | $34,714 | $73,988-53.1% | $96,538-64.0% | $75,177-53.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.57% | 26.73%-12.2pp | 35.74%-21.2pp | 160.75%-146.2pp |
| Employer contribution / active EE | $6,585 | $2,930+124.7% | $3,740+76.1% | $2,671+146.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,775 | $5,220-66.0% | $6,737-73.7% | $5,651-68.6% |