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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 | $32,682 | $55,706-41.3% | $75,888-56.9% | $72,986-55.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.26% | 27.59%-6.3pp | 30.76%-9.5pp | 81.01%-59.7pp |
| Employer contribution / active EE | $9,384 | $1,687+456.4% | $2,501+275.3% | $2,440+284.6% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,961 | $3,978-0.4% | $5,419-26.9% | $5,124-22.7% |