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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 | $29,819 | $79,961-62.7% | $98,462-69.7% | $75,177-60.3% |
| Participation rate | 95.5% | 70.4%+25.1pp | 75.2%+20.3pp | 67.2%+28.2pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.17%-21.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $994 | $2,264-56.1% | $3,049-67.4% | $2,671-62.8% |
| Participant deferral / active EE | $315 | $3,753-91.6% | $4,738-93.3% | $4,126-92.4% |
| Admin fee / account holder | $994 | $6,842-85.5% | $8,875-88.8% | $5,651-82.4% |