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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 | $28,792 | $111,830-74.3% | $93,696-69.3% | $145,884-80.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.15% | 204.08%-195.9pp | 133.74%-125.6pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,777 | $3,093-42.5% | $2,422-26.6% | $4,662-61.9% |
| Participant deferral / active EE | $482 | $4,920-90.2% | $4,417-89.1% | $6,690-92.8% |
| Admin fee / account holder | $3,554 | $10,249-65.3% | $8,287-57.1% | $13,392-73.5% |