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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 | $35,066 | $91,559-61.7% | $133,971-73.8% | $79,852-56.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.58% | 61.85%-49.3pp | 45.09%-32.5pp | 31.72%-19.1pp |
| Employer contribution / active EE | $3,843 | $2,384+61.2% | $3,919-1.9% | $2,471+55.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,550 | $6,321-75.5% | $8,929-82.6% | $5,306-70.8% |