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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 | $40,227 | $79,955-49.7% | $98,461-59.1% | $75,173-46.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.61% | 19.75%-5.1pp | 21.17%-6.6pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,139 | $2,264-49.7% | $3,049-62.6% | $2,671-57.4% |
| Participant deferral / active EE | $871 | $3,752-76.8% | $4,738-81.6% | $4,126-78.9% |
| Admin fee / account holder | $529 | $6,841-92.3% | $8,961-94.1% | $5,651-90.6% |