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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 | $40,380 | $78,707-48.7% | $117,861-65.7% | $70,126-42.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.68% | 23.30%-7.6pp | 335.11%-319.4pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,027 | $2,223-53.8% | $3,786-72.9% | $2,343-56.2% |
| Participant deferral / active EE | $1,343 | $3,297-59.3% | $4,482-70.0% | $3,332-59.7% |
| Admin fee / account holder | $3,996 | $5,066-21.1% | $8,021-50.2% | $4,645-14.0% |