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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 | $63,972 | $118,496-46.0% | $98,461-35.0% | $139,466-54.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 18.96%-7.1pp | 21.17%-9.4pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,496 | $3,611-58.6% | $3,049-50.9% | $4,754-68.5% |
| Participant deferral / active EE | $984 | $5,393-81.8% | $4,738-79.2% | $6,712-85.3% |
| Admin fee / account holder | $334 | $14,056-97.6% | $8,961-96.3% | $11,409-97.1% |