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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 | $54,868 | $65,395-16.1% | $182,540-69.9% | $72,975-24.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 19.98% | 27.68%-7.7pp | 148.58%-128.6pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,030 | $1,911-46.1% | $4,076-74.7% | $2,440-57.8% |
| Participant deferral / active EE | $1,052 | $3,563-70.5% | $5,525-81.0% | $3,608-70.8% |
| Admin fee / account holder | $4,323 | $4,245+1.8% | $8,593-49.7% | $5,124-15.6% |