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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 | $43,992 | $117,859-62.7% | $102,438-57.1% | $145,959-69.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.07% | 31.72%-21.7pp | 29.37%-19.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,006 | $3,615-44.5% | $3,024-33.7% | $4,661-57.0% |
| Participant deferral / active EE | $520 | $5,732-90.9% | $5,054-89.7% | $6,689-92.2% |
| Admin fee / account holder | $673 | $13,318-94.9% | $9,448-92.9% | $13,398-95.0% |