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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 | $70,171 | $124,346-43.6% | $111,308-37.0% | $167,536-58.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.93% | 37.45%-26.5pp | 54.67%-43.7pp | 478.82%-467.9pp |
| Employer contribution / active EE | $1,106 | $3,437-67.8% | $2,732-59.5% | $4,839-77.1% |
| Participant deferral / active EE | $599 | $5,182-88.4% | $4,487-86.7% | $6,342-90.6% |
| Admin fee / account holder | $26,390 | $10,621+148.5% | $7,965+231.3% | $12,315+114.3% |