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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 | $31,573 | $127,296-75.2% | $109,907-71.3% | $167,536-81.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.14% | 22.97%-10.8pp | 29.46%-17.3pp | 478.82%-466.7pp |
| Employer contribution / active EE | $650 | $3,325-80.4% | $2,844-77.1% | $4,839-86.6% |
| Participant deferral / active EE | $377 | $4,513-91.7% | $4,047-90.7% | $6,342-94.1% |
| Admin fee / account holder | $16,404 | $7,119+130.4% | $6,069+170.3% | $12,315+33.2% |