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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 | $54,593 | $129,737-57.9% | $119,126-54.2% | $154,746-64.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.68% | 379.08%-368.4pp | 282.11%-271.4pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,524 | $4,375-65.2% | $4,034-62.2% | $4,379-65.2% |
| Participant deferral / active EE | $71 | $5,842-98.8% | $5,318-98.7% | $6,730-99.0% |
| Admin fee / account holder | $2,195 | $11,961-81.6% | $10,693-79.5% | $14,365-84.7% |