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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 | $28,701 | $64,311-55.4% | $57,356-50.0% | $125,389-77.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.10% | 25.14%-24.0pp | 24.41%-23.3pp | 282.24%-281.1pp |
| Employer contribution / active EE | $3,830 | $3,193+19.9% | $2,689+42.4% | $4,866-21.3% |
| Participant deferral / active EE | $111 | $3,846-97.1% | $3,162-96.5% | $5,352-97.9% |
| Admin fee / account holder | $355 | $5,243-93.2% | $3,357-89.4% | $9,541-96.3% |