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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 | $50,205 | $108,882-53.9% | $96,754-48.1% | $154,746-67.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.32% | 98.39%-82.1pp | 82.04%-65.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,251 | $3,018-58.5% | $2,679-53.3% | $4,379-71.4% |
| Participant deferral / active EE | $905 | $5,323-83.0% | $4,758-81.0% | $6,730-86.5% |
| Admin fee / account holder | $1,684 | $10,200-83.5% | $8,905-81.1% | $14,365-88.3% |