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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 | $38,356 | $125,797-69.5% | $170,043-77.4% | $75,173-49.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.80% | 27.20%-12.4pp | 53.40%-38.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $2,085 | $4,616-54.8% | $6,790-69.3% | $2,671-21.9% |
| Participant deferral / active EE | $1,358 | $6,838-80.1% | $10,410-87.0% | $4,126-67.1% |
| Admin fee / account holder | $3,099 | $8,177-62.1% | $12,824-75.8% | $5,651-45.2% |