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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 | $29,521 | $79,955-63.1% | $98,461-70.0% | $75,173-60.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.95% | 19.75%-2.8pp | 21.17%-4.2pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,741 | $2,264-23.1% | $3,049-42.9% | $2,671-34.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $929 | $6,841-86.4% | $8,961-89.6% | $5,651-83.6% |