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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 | $47,241 | $54,763-13.7% | $90,324-47.7% | $72,976-35.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.51% | 30.63%-9.1pp | 78.15%-56.6pp | 81.02%-59.5pp |
| Employer contribution / active EE | $2,031 | $2,093-3.0% | $2,856-28.9% | $2,440-16.8% |
| Participant deferral / active EE | $232 | $2,887-92.0% | $3,885-94.0% | $3,608-93.6% |
| Admin fee / account holder | $9,726 | $3,973+144.8% | $5,356+81.6% | $5,124+89.8% |