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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 | $31,568 | $110,278-71.4% | $95,740-67.0% | $139,466-77.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.66% | 27.19%-16.5pp | 28.41%-17.8pp | 373.66%-363.0pp |
| Employer contribution / active EE | $667 | $3,260-79.6% | $2,836-76.5% | $4,754-86.0% |
| Participant deferral / active EE | $412 | $4,674-91.2% | $4,244-90.3% | $6,712-93.9% |
| Admin fee / account holder | $7,636 | $6,613+15.5% | $5,676+34.5% | $11,409-33.1% |