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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 | $25,190 | $55,457-54.6% | $77,361-67.4% | $94,015-73.2% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.81% | 15.57%-3.8pp | 1011.54%-999.7pp | 17.84%-6.0pp |
| Employer contribution / active EE | $2,075 | $2,255-8.0% | $2,990-30.6% | $2,790-25.6% |
| Participant deferral / active EE | $910 | $3,069-70.3% | $3,911-76.7% | $4,249-78.6% |
| Admin fee / account holder | $1,017 | $4,334-76.5% | $5,894-82.7% | $8,951-88.6% |