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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 | $47,855 | $125,797-62.0% | $170,043-71.9% | $75,173-36.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.37% | 27.20%-8.8pp | 53.40%-35.0pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,549 | $4,616-66.5% | $6,790-77.2% | $2,671-42.0% |
| Participant deferral / active EE | $1,549 | $6,838-77.4% | $10,410-85.1% | $4,126-62.5% |
| Admin fee / account holder | $5,055 | $8,177-38.2% | $12,824-60.6% | $5,651-10.5% |