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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 | $23,694 | $90,486-73.8% | $78,676-69.9% | $273,972-91.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.44% | 75.62%-67.2pp | 62.19%-53.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $632 | $3,175-80.1% | $2,850-77.8% | $4,869-87.0% |
| Participant deferral / active EE | $84 | $3,901-97.8% | $3,517-97.6% | $5,287-98.4% |
| Admin fee / account holder | $673 | $5,263-87.2% | $4,510-85.1% | $10,133-93.4% |