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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 | $44,405 | $77,638-42.8% | $156,551-71.6% | $62,881-29.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.51% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,941 | $3,444-43.6% | $5,501-64.7% | $2,281-14.9% |
| Participant deferral / active EE | $159 | $3,046-94.8% | $4,871-96.7% | $3,203-95.0% |
| Admin fee / account holder | $4,453 | $5,561-19.9% | $13,028-65.8% | $4,296+3.7% |