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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 | $13,571 | $48,337-71.9% | $67,560-79.9% | $80,959-83.2% |
| Participation rate | 97.5% | 66.4%+31.1pp | 72.9%+24.6pp | 67.7%+29.8pp |
| Annual return | 11.53% | 18.26%-6.7pp | 3533.50%-3522.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,703 | $2,023-15.8% | $2,737-37.8% | $2,757-38.2% |
| Participant deferral / active EE | $657 | $2,928-77.5% | $4,004-83.6% | $4,300-84.7% |
| Admin fee / account holder | $1,369 | $3,695-63.0% | $3,994-65.7% | $6,925-80.2% |