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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 | $23,055 | $88,672-74.0% | $105,223-78.1% | $82,448-72.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.44% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,785 | $3,048-8.6% | $3,689-24.5% | $2,551+9.2% |
| Participant deferral / active EE | $1,531 | $4,036-62.1% | $5,072-69.8% | $4,139-63.0% |
| Admin fee / account holder | $1,181 | $7,146-83.5% | $8,859-86.7% | $7,234-83.7% |