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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 | $82,234 | $162,785-49.5% | $133,959-38.6% | $158,950-48.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.34% | 41.94%-34.6pp | 45.09%-37.8pp | 302.91%-295.6pp |
| Employer contribution / active EE | $2,333 | $4,975-53.1% | $3,919-40.5% | $4,762-51.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $728 | $11,738-93.8% | $8,928-91.8% | $11,248-93.5% |