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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 | $27,399 | $111,814-75.5% | $103,374-73.5% | $145,959-81.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 24.77%-10.4pp | 24.89%-10.6pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,291 | $4,214-69.4% | $3,869-66.6% | $4,661-72.3% |
| Participant deferral / active EE | $1,103 | $5,618-80.4% | $5,058-78.2% | $6,689-83.5% |
| Admin fee / account holder | $1,163 | $9,754-88.1% | $8,394-86.1% | $13,398-91.3% |