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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 | $83,456 | $110,212-24.3% | $96,534-13.5% | $139,466-40.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.11% | 26.42%-10.3pp | 25.88%-9.8pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,314 | $3,620-63.7% | $2,965-55.7% | $4,754-72.4% |
| Participant deferral / active EE | $529 | $5,547-90.5% | $4,851-89.1% | $6,712-92.1% |
| Admin fee / account holder | $2,538 | $11,599-78.1% | $8,253-69.2% | $11,409-77.8% |