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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 | $42,928 | $211,224-79.7% | $178,505-76.0% | $145,897-70.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.19% | 30.28%-10.1pp | 27.16%-7.0pp | 552.29%-532.1pp |
| Employer contribution / active EE | $646 | $4,577-85.9% | $3,955-83.7% | $4,663-86.1% |
| Participant deferral / active EE | $654 | $6,966-90.6% | $6,280-89.6% | $6,689-90.2% |
| Admin fee / account holder | $389 | $12,109-96.8% | $10,428-96.3% | $13,390-97.1% |