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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 | $30,691 | $211,105-85.5% | $178,449-82.8% | $145,978-79.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.49% | 30.19%-20.7pp | 27.09%-17.6pp | 550.52%-541.0pp |
| Employer contribution / active EE | $9,776 | $4,569+114.0% | $3,951+147.4% | $4,662+109.7% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $434 | $12,017-96.4% | $10,362-95.8% | $13,400-96.8% |