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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 | $55,684-41.3% | $75,900-56.9% | $72,976-55.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.26% | 27.60%-6.3pp | 30.73%-9.5pp | 81.02%-59.8pp |
| Employer contribution / active EE | $9,384 | $1,687+456.3% | $2,501+275.2% | $2,440+284.6% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,961 | $3,981-0.5% | $5,421-26.9% | $5,124-22.7% |