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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 | $23,704 | $48,570-51.2% | $130,660-81.9% | $72,975-67.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 19.69% | 38.63%-18.9pp | 1709.29%-1689.6pp | 81.01%-61.3pp |
| Employer contribution / active EE | $762 | $1,334-42.9% | $4,092-81.4% | $2,440-68.8% |
| Participant deferral / active EE | $605 | $2,384-74.6% | $3,603-83.2% | $3,608-83.2% |
| Admin fee / account holder | $609 | $3,549-82.8% | $5,463-88.9% | $5,124-88.1% |