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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 | $41,190 | $125,797-67.3% | $170,043-75.8% | $75,173-45.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.06% | 27.20%-11.1pp | 53.40%-37.3pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,802 | $4,616-61.0% | $6,790-73.5% | $2,671-32.5% |
| Participant deferral / active EE | $1,856 | $6,838-72.9% | $10,410-82.2% | $4,126-55.0% |
| Admin fee / account holder | $1,102 | $8,177-86.5% | $12,824-91.4% | $5,651-80.5% |