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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 | $20,064 | $53,837-62.7% | $75,714-73.5% | $85,847-76.6% |
| Participation rate | 98.5% | 69.1%+29.5pp | 74.8%+23.7pp | 69.3%+29.2pp |
| Annual return | 17.47% | 24.54%-7.1pp | 104.62%-87.2pp | 318.61%-301.1pp |
| Employer contribution / active EE | $1,160 | $2,017-42.5% | $2,744-57.7% | $2,565-54.8% |
| Participant deferral / active EE | $762 | $2,895-73.7% | $3,820-80.0% | $3,952-80.7% |
| Admin fee / account holder | $853 | $3,339-74.5% | $3,619-76.4% | $6,261-86.4% |