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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 | $40,824 | $83,485-51.1% | $125,195-67.4% | $72,976-44.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.19% | 25.77%-8.6pp | 43.79%-26.6pp | 81.02%-63.8pp |
| Employer contribution / active EE | $1,465 | $2,346-37.5% | $3,866-62.1% | $2,440-39.9% |
| Participant deferral / active EE | $1,379 | $3,586-61.6% | $4,937-72.1% | $3,608-61.8% |
| Admin fee / account holder | $1,750 | $5,518-68.3% | $9,704-82.0% | $5,124-65.8% |