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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 | $48,834 | $53,841-9.3% | $75,731-35.5% | $85,851-43.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 28.80% | 24.54%+4.3pp | 104.65%-75.9pp | 318.63%-289.8pp |
| Employer contribution / active EE | $1,097 | $2,017-45.6% | $2,743-60.0% | $2,565-57.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,246 | $3,340-2.8% | $3,620-10.3% | $6,261-48.2% |