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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 | $51,665 | $106,236-51.4% | $96,496-46.5% | $139,427-62.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.54% | 38.43%-20.9pp | 35.70%-18.2pp | 373.27%-355.7pp |
| Employer contribution / active EE | $8,119 | $4,104+97.8% | $3,738+117.2% | $4,752+70.9% |
| Participant deferral / active EE | $1,078 | $5,455-80.2% | $4,879-77.9% | $6,711-83.9% |
| Admin fee / account holder | $953 | $7,879-87.9% | $6,731-85.8% | $11,404-91.6% |