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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 | $48,804 | $109,359-55.4% | $162,185-69.9% | $72,976-33.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.74% | 25.46%-7.7pp | 115.61%-97.9pp | 81.02%-63.3pp |
| Employer contribution / active EE | $1,648 | $3,907-57.8% | $5,613-70.6% | $2,440-32.5% |
| Participant deferral / active EE | $1,746 | $5,481-68.1% | $7,297-76.1% | $3,608-51.6% |
| Admin fee / account holder | $2,636 | $7,972-66.9% | $10,844-75.7% | $5,124-48.6% |