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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 | $37,147 | $93,598-60.3% | $135,974-72.7% | $75,173-50.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.03% | 30.89%-14.9pp | 68.30%-52.3pp | 160.72%-144.7pp |
| Employer contribution / active EE | $826 | $3,538-76.6% | $4,859-83.0% | $2,671-69.1% |
| Participant deferral / active EE | $1,662 | $6,405-74.0% | $7,760-78.6% | $4,126-59.7% |
| Admin fee / account holder | $1,420 | $6,978-79.7% | $10,767-86.8% | $5,651-74.9% |