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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 | $36,165 | $157,304-77.0% | $141,197-74.4% | $152,909-76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.07% | 64.34%-44.3pp | 71.41%-51.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,095 | $5,263-79.2% | $4,736-76.9% | $4,764-77.0% |
| Participant deferral / active EE | $1,872 | $7,111-73.7% | $6,710-72.1% | $5,851-68.0% |
| Admin fee / account holder | $7,868 | $12,126-35.1% | $10,265-23.4% | $11,601-32.2% |