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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 | $41,401 | $99,994-58.6% | $146,647-71.8% | $85,851-51.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.45% | 18.93%-4.5pp | 22.75%-8.3pp | 318.63%-304.2pp |
| Employer contribution / active EE | $1,294 | $2,559-49.4% | $4,137-68.7% | $2,565-49.6% |
| Participant deferral / active EE | $1,561 | $4,006-61.0% | $5,506-71.6% | $3,952-60.5% |
| Admin fee / account holder | $6,253 | $7,703-18.8% | $10,281-39.2% | $6,261-0.1% |