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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 | $36,460 | $87,037-58.1% | $106,201-65.7% | $80,874-54.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.38% | 17.05%-4.7pp | 116.26%-103.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,745 | $2,396+56.3% | $3,170+18.2% | $2,756+35.9% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,259 | $8,434-85.1% | $11,039-88.6% | $6,935-81.8% |