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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 | $49,586 | $78,707-37.0% | $117,861-57.9% | $70,126-29.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 23.13% | 23.30%-0.2pp | 335.11%-312.0pp | 73.15%-50.0pp |
| Employer contribution / active EE | $833 | $2,223-62.5% | $3,786-78.0% | $2,343-64.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,763 | $5,066-65.2% | $8,021-78.0% | $4,645-62.0% |