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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 | $32,480 | $139,948-76.8% | $121,663-73.3% | $154,746-79.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.12% | 230.52%-221.4pp | 147.54%-138.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $3,333 | $3,521-5.3% | $3,020+10.4% | $4,379-23.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,579 | $17,321-44.7% | $14,289-33.0% | $14,365-33.3% |