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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 | $34,393 | $59,123-41.8% | $77,183-55.4% | $75,181-54.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.54% | 26.72%-10.2pp | 37.89%-21.4pp | 160.69%-144.1pp |
| Employer contribution / active EE | $3,430 | $1,996+71.9% | $2,534+35.4% | $2,671+28.4% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,204 | $4,776-32.9% | $5,475-41.5% | $5,650-43.3% |