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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 | $30,062 | $55,713-46.0% | $75,901-60.4% | $72,975-58.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 17.59% | 27.60%-10.0pp | 30.76%-13.2pp | 81.01%-63.4pp |
| Employer contribution / active EE | $3,123 | $1,687+85.1% | $2,501+24.9% | $2,440+28.0% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,636 | $3,980-58.9% | $5,420-69.8% | $5,124-68.1% |