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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 | $37,827 | $43,730-13.5% | $121,220-68.8% | $64,173-41.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 0.62% | 68.94%-68.3pp | 16.94%-16.3pp | 7.63%-7.0pp |
| Employer contribution / active EE | $986 | $1,297-24.0% | $4,023-75.5% | $2,381-58.6% |
| Participant deferral / active EE | $733 | $2,281-67.9% | $3,345-78.1% | $3,470-78.9% |
| Admin fee / account holder | $664 | $3,502-81.0% | $5,021-86.8% | $4,887-86.4% |