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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 | $36,984 | $100,060-63.0% | $149,721-75.3% | $70,126-47.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.96% | 27.46%-11.5pp | 1501.67%-1485.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,594 | $3,661-56.5% | $5,444-70.7% | $2,343-31.9% |
| Participant deferral / active EE | $1,969 | $4,982-60.5% | $6,568-70.0% | $3,332-40.9% |
| Admin fee / account holder | $1,657 | $8,285-80.0% | $11,282-85.3% | $4,645-64.3% |