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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 | $112,524 | $149,741-24.9% | $118,914-5.4% | $158,982-29.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.34% | 19.94%-9.6pp | 35.89%-25.5pp | 302.99%-292.6pp |
| Employer contribution / active EE | $1,878 | $4,119-54.4% | $3,264-42.5% | $4,763-60.6% |
| Participant deferral / active EE | $522 | $5,226-90.0% | $4,266-87.8% | $5,983-91.3% |
| Admin fee / account holder | $16,201 | $8,607+88.2% | $6,582+146.1% | $11,252+44.0% |