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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 | $37,391 | $107,666-65.3% | $102,184-63.4% | $154,746-75.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.35% | 29.33%-12.0pp | 31.58%-14.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $11 | $3,846-99.7% | $3,594-99.7% | $4,379-99.8% |
| Participant deferral / active EE | $1,811 | $8,719-79.2% | $8,309-78.2% | $6,730-73.1% |
| Admin fee / account holder | $692 | $12,943-94.7% | $11,609-94.0% | $14,365-95.2% |