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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 | $39,997 | $124,351-67.8% | $109,188-63.4% | $167,553-76.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.10% | 26.04%-7.9pp | 25.76%-7.7pp | 478.89%-460.8pp |
| Employer contribution / active EE | $2,858 | $4,210-32.1% | $3,723-23.2% | $4,840-41.0% |
| Participant deferral / active EE | $968 | $5,257-81.6% | $4,654-79.2% | $6,343-84.7% |
| Admin fee / account holder | $528 | $7,975-93.4% | $6,755-92.2% | $12,316-95.7% |