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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 | $63,161 | $45,041+40.2% | $63,003+0.3% | $70,131-9.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.60% | 18.76%-7.2pp | 87.59%-76.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,342 | $2,052-34.6% | $2,760-51.4% | $2,342-42.7% |
| Participant deferral / active EE | $42 | $2,465-98.3% | $3,329-98.7% | $3,332-98.7% |
| Admin fee / account holder | $8,354 | $2,836+194.6% | $3,600+132.1% | $4,645+79.8% |