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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 | $23,175 | $88,672-73.9% | $105,223-78.0% | $82,448-71.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.07% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $931 | $3,048-69.5% | $3,689-74.8% | $2,551-63.5% |
| Participant deferral / active EE | $988 | $4,036-75.5% | $5,072-80.5% | $4,139-76.1% |
| Admin fee / account holder | $1,445 | $7,146-79.8% | $8,859-83.7% | $7,234-80.0% |