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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 | $89,830 | $211,288-57.5% | $178,540-49.7% | $145,884-38.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.04% | 30.27%-12.2pp | 27.15%-9.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $1,469 | $4,574-67.9% | $3,953-62.8% | $4,662-68.5% |
| Participant deferral / active EE | $687 | $6,967-90.1% | $6,281-89.1% | $6,690-89.7% |
| Admin fee / account holder | $824 | $12,105-93.2% | $10,424-92.1% | $13,392-93.8% |