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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 | $38,268 | $53,128-28.0% | $86,582-55.8% | $70,126-45.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.99% | 27.66%-9.7pp | 965.08%-947.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $2,381 | $2,068+15.1% | $2,839-16.1% | $2,343+1.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,267 | $3,584-64.6% | $4,904-74.2% | $4,645-72.7% |