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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 | $84,093 | $108,882-22.8% | $96,754-13.1% | $154,746-45.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 9.30% | 98.39%-89.1pp | 82.04%-72.7pp | 172.34%-163.0pp |
| Employer contribution / active EE | $480 | $3,018-84.1% | $2,679-82.1% | $4,379-89.0% |
| Participant deferral / active EE | $600 | $5,323-88.7% | $4,758-87.4% | $6,730-91.1% |
| Admin fee / account holder | $756 | $10,200-92.6% | $8,905-91.5% | $14,365-94.7% |