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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 | $14,451 | $76,312-81.1% | $67,221-78.5% | $158,966-90.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.55% | 22.77%-6.2pp | 20.72%-4.2pp | 302.95%-286.4pp |
| Employer contribution / active EE | $2,045 | $4,476-54.3% | $3,723-45.1% | $4,762-57.1% |
| Participant deferral / active EE | $674 | $5,264-87.2% | $4,384-84.6% | $5,983-88.7% |
| Admin fee / account holder | $1,089 | $8,005-86.4% | $5,844-81.4% | $11,250-90.3% |