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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 | $25,987 | $73,940-64.9% | $96,496-73.1% | $75,173-65.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 54.58% | 26.71%+27.9pp | 35.70%+18.9pp | 160.65%-106.1pp |
| Employer contribution / active EE | $1,437 | $2,929-50.9% | $3,738-61.6% | $2,670-46.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $576 | $5,216-89.0% | $6,731-91.4% | $5,651-89.8% |