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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 | $28,362 | $65,364-56.6% | $92,909-69.5% | $72,975-61.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.66% | 42.11%-19.4pp | 109.44%-86.8pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,982 | $2,594-23.6% | $3,653-45.8% | $2,440-18.8% |
| Participant deferral / active EE | $430 | $3,128-86.3% | $4,238-89.9% | $3,608-88.1% |
| Admin fee / account holder | $1,934 | $4,251-54.5% | $5,795-66.6% | $5,124-62.2% |