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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 | $42,551 | $176,786-75.9% | $146,643-71.0% | $167,536-74.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.63% | 24.04%-9.4pp | 22.75%-8.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $1,212 | $5,161-76.5% | $4,137-70.7% | $4,839-75.0% |
| Participant deferral / active EE | $1,531 | $6,440-76.2% | $5,506-72.2% | $6,342-75.9% |
| Admin fee / account holder | $3,700 | $13,262-72.1% | $10,280-64.0% | $12,315-70.0% |