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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 | $28,223 | $96,562-70.8% | $80,976-65.1% | $273,968-89.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 21.01% | 15.14%+5.9pp | 17.10%+3.9pp | 41.45%-20.4pp |
| Employer contribution / active EE | $1,367 | $4,868-71.9% | $3,714-63.2% | $4,869-71.9% |
| Participant deferral / active EE | $384 | $6,597-94.2% | $5,696-93.3% | $5,287-92.7% |
| Admin fee / account holder | $557 | $7,493-92.6% | $5,516-89.9% | $10,132-94.5% |