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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 | $30,995 | $105,210-70.5% | $159,487-80.6% | $85,851-63.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.94% | 45.08%-30.1pp | 263.71%-248.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $1,028 | $3,319-69.0% | $4,831-78.7% | $2,565-59.9% |
| Participant deferral / active EE | $1,335 | $5,946-77.6% | $7,354-81.8% | $3,952-66.2% |
| Admin fee / account holder | $1,450 | $6,934-79.1% | $10,804-86.6% | $6,261-76.8% |