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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 | $43,418 | $117,433-63.0% | $99,475-56.4% | $152,897-71.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 25.74% | 31.87%-6.1pp | 30.72%-5.0pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,061 | $3,013-64.8% | $2,540-58.2% | $4,764-77.7% |
| Participant deferral / active EE | $230 | $4,086-94.4% | $3,619-93.6% | $5,851-96.1% |
| Admin fee / account holder | $361 | $7,634-95.3% | $6,252-94.2% | $11,599-96.9% |