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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 | $10,772 | $182,442-94.1% | $163,379-93.4% | $138,895-92.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 49.73% | 72.74%-23.0pp | 63.41%-13.7pp | 145.39%-95.7pp |
| Employer contribution / active EE | $1,556 | $4,159-62.6% | $3,752-58.5% | $4,194-62.9% |
| Participant deferral / active EE | $702 | $6,817-89.7% | $6,282-88.8% | $6,396-89.0% |
| Admin fee / account holder | $933 | $10,396-91.0% | $9,818-90.5% | $12,562-92.6% |