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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 | $82,680 | $104,251-20.7% | $91,004-9.1% | $147,586-44.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.91% | 27.06%-8.2pp | 4.60%+14.3pp | 578.59%-559.7pp |
| Employer contribution / active EE | $917 | $3,116-70.6% | $2,456-62.7% | $4,876-81.2% |
| Participant deferral / active EE | $52 | $4,195-98.8% | $3,548-98.5% | $5,439-99.0% |
| Admin fee / account holder | $1,368 | $8,948-84.7% | $5,417-74.7% | $10,886-87.4% |