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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 | $20,951 | $84,236-75.1% | $170,435-87.7% | $70,126-70.1% |
| Participation rate | 97.3% | 70.8%+26.4pp | 83.6%+13.7pp | 69.5%+27.7pp |
| Annual return | 19.54% | 23.06%-3.5pp | 205.94%-186.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,556 | $3,387-54.1% | $5,432-71.4% | $2,343-33.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,504 | $5,698-73.6% | $13,881-89.2% | $4,645-67.6% |