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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 | $52,109 | $211,105-75.3% | $178,449-70.8% | $145,978-64.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.43% | 30.19%-21.8pp | 27.09%-18.7pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,406 | $4,569-69.2% | $3,951-64.4% | $4,662-69.8% |
| Participant deferral / active EE | $188 | $6,959-97.3% | $6,277-97.0% | $6,690-97.2% |
| Admin fee / account holder | $434 | $12,017-96.4% | $10,362-95.8% | $13,400-96.8% |