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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 | $87,132-58.2% | $105,624-65.5% | $80,959-55.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.38% | 17.03%-4.6pp | 116.20%-103.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,745 | $2,397+56.3% | $3,168+18.2% | $2,757+35.8% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,259 | $8,449-85.1% | $10,961-88.5% | $6,925-81.8% |