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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 | $43,620 | $86,288-49.4% | $111,306-60.8% | $85,851-49.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.04% | 19.99%-8.9pp | 54.67%-43.6pp | 318.63%-307.6pp |
| Employer contribution / active EE | $1,457 | $2,044-28.7% | $2,732-46.7% | $2,565-43.2% |
| Participant deferral / active EE | $783 | $3,641-78.5% | $4,488-82.6% | $3,952-80.2% |
| Admin fee / account holder | $1,061 | $8,189-87.0% | $7,966-86.7% | $6,261-83.1% |