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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 | $42,917 | $53,128-19.2% | $86,581-50.4% | $70,124-38.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.16% | 27.66%-14.5pp | 965.06%-951.9pp | 73.14%-60.0pp |
| Employer contribution / active EE | $4,093 | $2,068+97.9% | $2,840+44.2% | $2,342+74.7% |
| Participant deferral / active EE | $217 | $2,695-92.0% | $3,609-94.0% | $3,332-93.5% |
| Admin fee / account holder | $1,572 | $3,584-56.1% | $4,904-67.9% | $4,645-66.1% |