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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 | $23,633 | $124,351-81.0% | $109,188-78.4% | $167,553-85.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.77% | 26.04%-16.3pp | 25.76%-16.0pp | 478.89%-469.1pp |
| Employer contribution / active EE | $4,013 | $4,210-4.7% | $3,723+7.8% | $4,840-17.1% |
| Participant deferral / active EE | $977 | $5,257-81.4% | $4,654-79.0% | $6,343-84.6% |
| Admin fee / account holder | $605 | $7,975-92.4% | $6,755-91.0% | $12,316-95.1% |