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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 | $49,170 | $100,003-50.8% | $146,685-66.5% | $85,856-42.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 30.06% | 18.93%+11.1pp | 22.75%+7.3pp | 318.58%-288.5pp |
| Employer contribution / active EE | $976 | $2,559-61.9% | $4,137-76.4% | $2,565-62.0% |
| Participant deferral / active EE | $656 | $4,006-83.6% | $5,507-88.1% | $3,952-83.4% |
| Admin fee / account holder | $14,343 | $7,704+86.2% | $10,281+39.5% | $6,261+129.1% |