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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 | $30,445 | $115,225-73.6% | $100,712-69.8% | $138,895-78.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 10.80% | 40.35%-29.6pp | 33.27%-22.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,375 | $2,771-50.4% | $2,313-40.5% | $4,194-67.2% |
| Participant deferral / active EE | $518 | $4,699-89.0% | $4,085-87.3% | $6,396-91.9% |
| Admin fee / account holder | $2,530 | $10,844-76.7% | $9,256-72.7% | $12,562-79.9% |