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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 | $30,769 | $131,835-76.7% | $108,582-71.7% | $273,972-88.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.72% | -91.57%+103.3pp | -51.70%+63.4pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,458 | $4,913-70.3% | $3,758-61.2% | $4,869-70.0% |
| Participant deferral / active EE | $1,458 | $5,127-71.6% | $4,311-66.2% | $5,287-72.4% |
| Admin fee / account holder | $523 | $10,253-94.9% | $7,645-93.2% | $10,133-94.8% |