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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 | $70,041 | $107,421-34.8% | $182,262-61.6% | $94,015-25.5% |
| Participation rate | 98.5% | 77.8%+20.7pp | 84.2%+14.3pp | 70.8%+27.7pp |
| Annual return | 17.76% | 21.32%-3.6pp | 140.60%-122.8pp | 17.84%-0.1pp |
| Employer contribution / active EE | $1,471 | $3,448-57.3% | $5,046-70.9% | $2,790-47.3% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,165 | $8,692-75.1% | $16,712-87.0% | $8,951-75.8% |