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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 | $45,867 | $96,731-52.6% | $123,973-63.0% | $86,983-47.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 23.78% | 17.33%+6.5pp | 388.13%-364.3pp | 25.83%-2.0pp |
| Employer contribution / active EE | $3,218 | $3,297-2.4% | $4,126-22.0% | $2,584+24.5% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,591 | $8,722-70.3% | $11,799-78.0% | $7,856-67.0% |