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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 | $34,265 | $156,616-78.1% | $133,346-74.3% | $198,609-82.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.04% | 44.25%-27.2pp | 36.85%-19.8pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,341 | $3,368-60.2% | $2,853-53.0% | $5,055-73.5% |
| Participant deferral / active EE | $1,375 | $4,920-72.1% | $4,332-68.3% | $6,977-80.3% |
| Admin fee / account holder | $3,802 | $17,468-78.2% | $14,264-73.3% | $19,030-80.0% |