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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 | $16,919 | $126,113-86.6% | $116,096-85.4% | $155,188-89.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 9.76% | 391.72%-382.0pp | 326.25%-316.5pp | 148.84%-139.1pp |
| Employer contribution / active EE | $1,364 | $2,672-48.9% | $2,503-45.5% | $4,248-67.9% |
| Participant deferral / active EE | $14 | $4,162-99.7% | $3,952-99.7% | $6,531-99.8% |
| Admin fee / account holder | $2,791 | $8,045-65.3% | $7,704-63.8% | $14,480-80.7% |