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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 | $36,430 | $135,905-73.2% | $126,068-71.1% | $198,609-81.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 8.61% | 14.07%-5.5pp | 15.01%-6.4pp | 202.70%-194.1pp |
| Employer contribution / active EE | $2,338 | $4,245-44.9% | $3,968-41.1% | $5,055-53.7% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $734 | $21,036-96.5% | $18,264-96.0% | $19,030-96.1% |