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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 | $32,607 | $93,064-65.0% | $74,577-56.3% | $273,972-88.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.39% | 26.18%-17.8pp | 20.47%-12.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $5,000 | $3,160+58.2% | $2,525+98.0% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $392 | $5,273-92.6% | $4,138-90.5% | $10,133-96.1% |