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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 | $37,608 | $98,776-61.9% | $149,745-74.9% | $79,856-52.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.52% | 27.38%-9.9pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $770 | $3,217-76.1% | $4,646-83.4% | $2,471-68.9% |
| Participant deferral / active EE | $1,564 | $5,681-72.5% | $6,843-77.1% | $3,741-58.2% |
| Admin fee / account holder | $509 | $6,053-91.6% | $9,312-94.5% | $5,306-90.4% |