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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 | $63,707 | $93,589-31.9% | $135,942-53.1% | $75,181-15.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.86% | 30.90%-11.0pp | 68.28%-48.4pp | 160.69%-140.8pp |
| Employer contribution / active EE | $1,141 | $3,537-67.8% | $4,858-76.5% | $2,671-57.3% |
| Participant deferral / active EE | $2,335 | $6,405-63.5% | $7,759-69.9% | $4,126-43.4% |
| Admin fee / account holder | $1,445 | $6,977-79.3% | $10,764-86.6% | $5,650-74.4% |