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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 | $23,530 | $103,393-77.2% | $87,103-73.0% | $152,909-84.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.07% | 28.10%-12.0pp | 28.19%-12.1pp | 345.46%-329.4pp |
| Employer contribution / active EE | $2,287 | $3,221-29.0% | $2,521-9.3% | $4,764-52.0% |
| Participant deferral / active EE | $1,055 | $4,778-77.9% | $4,049-73.9% | $5,851-82.0% |
| Admin fee / account holder | $1,092 | $12,195-91.0% | $7,491-85.4% | $11,601-90.6% |