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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 | $14,002 | $114,119-87.7% | $107,187-86.9% | $138,895-89.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.31% | 273.21%-261.9pp | 204.55%-193.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $3,465 | $4,059-14.6% | $3,782-8.4% | $4,194-17.4% |
| Participant deferral / active EE | $53 | $5,538-99.0% | $5,096-99.0% | $6,396-99.2% |
| Admin fee / account holder | $2,613 | $10,024-73.9% | $9,162-71.5% | $12,562-79.2% |