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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 | $34,128 | $81,664-58.2% | $70,476-51.6% | $158,966-78.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.09% | 208.59%-192.5pp | 109.12%-93.0pp | 302.95%-286.9pp |
| Employer contribution / active EE | $424 | $3,219-86.8% | $2,738-84.5% | $4,762-91.1% |
| Participant deferral / active EE | $722 | $4,556-84.2% | $3,710-80.5% | $5,983-87.9% |
| Admin fee / account holder | $3,015 | $6,197-51.3% | $3,847-21.6% | $11,250-73.2% |