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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 | $129,272 | $53,837+140.1% | $75,717+70.7% | $85,856+50.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.92% | 24.54%-11.6pp | 104.58%-91.7pp | 318.58%-305.7pp |
| Employer contribution / active EE | $857 | $2,017-57.5% | $2,743-68.8% | $2,565-66.6% |
| Participant deferral / active EE | $857 | $2,895-70.4% | $3,821-77.6% | $3,952-78.3% |
| Admin fee / account holder | $10,857 | $3,341+224.9% | $3,619+200.0% | $6,261+73.4% |