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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 | $27,365 | $81,446-66.4% | $103,374-73.5% | $80,874-66.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.11% | 25.57%-8.5pp | 24.89%-7.8pp | 35.62%-18.5pp |
| Employer contribution / active EE | $11,043 | $3,107+255.4% | $3,869+185.4% | $2,756+300.7% |
| Participant deferral / active EE | $1,094 | $3,870-71.7% | $5,058-78.4% | $4,297-74.5% |
| Admin fee / account holder | $2,278 | $6,715-66.1% | $8,394-72.9% | $6,935-67.2% |