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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 | $89,850 | $116,203-22.7% | $93,621-4.0% | $152,897-41.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.50% | 35.96%-15.5pp | 32.76%-12.3pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,000 | $3,219-68.9% | $2,719-63.2% | $4,764-79.0% |
| Participant deferral / active EE | $167 | $4,605-96.4% | $4,070-95.9% | $5,851-97.2% |
| Admin fee / account holder | $579 | $10,751-94.6% | $7,890-92.7% | $11,599-95.0% |