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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 | $49,678 | $118,708-58.2% | $98,920-49.8% | $158,982-68.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.45% | 372.49%-356.0pp | 196.47%-180.0pp | 302.99%-286.5pp |
| Employer contribution / active EE | $741 | $3,334-77.8% | $2,689-72.5% | $4,763-84.4% |
| Participant deferral / active EE | $886 | $5,089-82.6% | $4,245-79.1% | $5,983-85.2% |
| Admin fee / account holder | $1,409 | $10,134-86.1% | $6,643-78.8% | $11,252-87.5% |