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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 | $36,478 | $156,616-76.7% | $133,346-72.6% | $198,609-81.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 11.82% | 44.25%-32.4pp | 36.85%-25.0pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,400 | $3,368-28.7% | $2,853-15.9% | $5,055-52.5% |
| Participant deferral / active EE | $1,200 | $4,920-75.6% | $4,332-72.3% | $6,977-82.8% |
| Admin fee / account holder | $382 | $17,468-97.8% | $14,264-97.3% | $19,030-98.0% |