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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 | $40,785 | $102,429-60.2% | $147,096-72.3% | $80,925-49.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.10% | 135.02%-121.9pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $2,099 | $3,716-43.5% | $4,936-57.5% | $2,756-23.9% |
| Participant deferral / active EE | $2,424 | $6,649-63.5% | $8,071-70.0% | $4,299-43.6% |
| Admin fee / account holder | $1,039 | $7,957-86.9% | $13,005-92.0% | $6,940-85.0% |