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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 | $79,230 | $92,219-14.1% | $76,767+3.2% | $135,380-41.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 28.95% | 5.46%+23.5pp | 2.43%+26.5pp | 519.81%-490.9pp |
| Employer contribution / active EE | $2,169 | $3,216-32.6% | $2,485-12.7% | $4,779-54.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $382 | $10,749-96.4% | $6,675-94.3% | $10,828-96.5% |