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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 | $70,258 | $107,030-34.4% | $73,550-4.5% | $147,586-52.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 10.34% | 38.25%-27.9pp | -15.16%+25.5pp | 578.59%-568.3pp |
| Employer contribution / active EE | $938 | $1,760-46.7% | $1,219-23.1% | $4,876-80.8% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,154 | $3,055+36.0% | $2,320+79.1% | $10,886-61.8% |