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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 | $23,017 | $65,712-65.0% | $57,196-59.8% | $273,972-91.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.78% | 22.01%-15.2pp | 14.59%-7.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $9,862 | $3,280+200.7% | $2,683+267.6% | $4,869+102.5% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,665 | $4,838+327.2% | $3,141+558.0% | $10,133+103.9% |