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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 | $14,192 | $85,060-83.3% | $70,565-79.9% | $139,487-89.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.83% | 30.39%-13.6pp | 32.79%-16.0pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,661 | $3,912-32.0% | $2,976-10.6% | $4,755-44.0% |
| Participant deferral / active EE | $395 | $5,891-93.3% | $4,568-91.4% | $6,713-94.1% |
| Admin fee / account holder | $1,287 | $8,932-85.6% | $6,430-80.0% | $11,407-88.7% |