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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 | $30,276 | $106,280-71.5% | $96,538-68.6% | $139,487-78.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.35% | 38.48%-22.1pp | 35.74%-19.4pp | 373.84%-357.5pp |
| Employer contribution / active EE | $1,372 | $4,107-66.6% | $3,740-63.3% | $4,755-71.1% |
| Participant deferral / active EE | $1,346 | $5,457-75.3% | $4,880-72.4% | $6,713-80.0% |
| Admin fee / account holder | $1,175 | $7,888-85.1% | $6,737-82.6% | $11,407-89.7% |