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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 | $50,224 | $106,749-53.0% | $145,433-65.5% | $82,448-39.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.67% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,029 | $3,444-70.1% | $4,554-77.4% | $2,551-59.7% |
| Participant deferral / active EE | $2,082 | $6,519-68.1% | $7,897-73.6% | $4,139-49.7% |
| Admin fee / account holder | $1,193 | $8,390-85.8% | $13,129-90.9% | $7,234-83.5% |