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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 | $40,570 | $112,933-64.1% | $90,970-55.4% | $158,982-74.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.15% | 215.82%-201.7pp | 134.60%-120.4pp | 302.99%-288.8pp |
| Employer contribution / active EE | $581 | $2,893-79.9% | $2,122-72.6% | $4,763-87.8% |
| Participant deferral / active EE | $600 | $4,128-85.5% | $3,373-82.2% | $5,983-90.0% |
| Admin fee / account holder | $907 | $8,047-88.7% | $5,961-84.8% | $11,252-91.9% |