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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 | $29,959 | $94,439-68.3% | $73,658-59.3% | $154,746-80.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 7.19% | 28.25%-21.1pp | 29.72%-22.5pp | 172.34%-165.1pp |
| Employer contribution / active EE | $3,000 | $1,257+138.6% | $1,032+190.6% | $4,379-31.5% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,656 | $3,843-30.9% | $3,357-20.9% | $14,365-81.5% |