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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 | $29,964 | $110,337-72.8% | $102,383-70.7% | $145,877-79.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.01% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,359 | $4,216-67.8% | $3,870-64.9% | $4,663-70.9% |
| Participant deferral / active EE | $914 | $5,621-83.7% | $5,060-81.9% | $6,691-86.3% |
| Admin fee / account holder | $1,263 | $9,750-87.0% | $8,391-85.0% | $13,402-90.6% |