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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 | $26,453 | $85,766-69.2% | $136,297-80.6% | $70,131-62.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.28% | 31.45%-14.2pp | 5156.16%-5138.9pp | 73.14%-55.9pp |
| Employer contribution / active EE | $818 | $2,966-72.4% | $4,696-82.6% | $2,342-65.1% |
| Participant deferral / active EE | $2,004 | $5,051-60.3% | $6,247-67.9% | $3,332-39.9% |
| Admin fee / account holder | $3,400 | $5,420-37.3% | $9,244-63.2% | $4,645-26.8% |