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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 | $15,147 | $114,119-86.7% | $107,187-85.9% | $138,895-89.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.55% | 273.21%-254.7pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,477 | $4,059-63.6% | $3,782-60.9% | $4,194-64.8% |
| Participant deferral / active EE | $1,154 | $5,538-79.2% | $5,096-77.4% | $6,396-82.0% |
| Admin fee / account holder | $751 | $10,024-92.5% | $9,162-91.8% | $12,562-94.0% |