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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 | $10,970 | $110,379-90.1% | $102,412-89.3% | $145,884-92.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.04% | 24.84%-12.8pp | 24.94%-12.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,139 | $4,216-49.3% | $3,870-44.7% | $4,662-54.1% |
| Participant deferral / active EE | $630 | $5,622-88.8% | $5,060-87.6% | $6,690-90.6% |
| Admin fee / account holder | $2,350 | $9,745-75.9% | $8,388-72.0% | $13,392-82.5% |