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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 | $36,831 | $103,038-64.3% | $90,324-59.2% | $152,909-75.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.25% | 95.25%-75.0pp | 78.15%-57.9pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,812 | $3,141-42.3% | $2,856-36.6% | $4,764-62.0% |
| Participant deferral / active EE | $78 | $4,282-98.2% | $3,885-98.0% | $5,851-98.7% |
| Admin fee / account holder | $2,396 | $6,177-61.2% | $5,356-55.3% | $11,601-79.3% |