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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 | $33,786 | $136,307-75.2% | $106,619-68.3% | $273,972-87.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 11.53% | 11.05%+0.5pp | 9.42%+2.1pp | 41.46%-29.9pp |
| Employer contribution / active EE | $12,452 | $5,190+139.9% | $3,947+215.5% | $4,869+155.8% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $344 | $8,625-96.0% | $6,418-94.6% | $10,133-96.6% |