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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 | $60,855 | $153,311-60.3% | $109,313-44.3% | $273,972-77.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.24% | 29.86%-26.6pp | 22.07%-18.8pp | 41.46%-38.2pp |
| Employer contribution / active EE | $15,900 | $5,619+183.0% | $3,892+308.5% | $4,869+226.6% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $523 | $8,076-93.5% | $5,666-90.8% | $10,133-94.8% |