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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 | $19,416 | $118,467-83.6% | $98,450-80.3% | $139,456-86.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 18.95%-6.1pp | 21.16%-8.4pp | 373.45%-360.6pp |
| Employer contribution / active EE | $754 | $3,611-79.1% | $3,049-75.3% | $4,753-84.1% |
| Participant deferral / active EE | $1,090 | $5,393-79.8% | $4,739-77.0% | $6,711-83.8% |
| Admin fee / account holder | $2,072 | $14,057-85.3% | $8,961-76.9% | $11,407-81.8% |