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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 | $67,306 | $80,992-16.9% | $96,534-30.3% | $75,173-10.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.08% | 27.05%-10.0pp | 25.88%-8.8pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,500 | $2,283-34.3% | $2,965-49.4% | $2,671-43.8% |
| Participant deferral / active EE | $462 | $3,929-88.2% | $4,851-90.5% | $4,126-88.8% |
| Admin fee / account holder | $590 | $6,717-91.2% | $8,253-92.9% | $5,651-89.6% |