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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 | $38,804 | $118,488-67.3% | $98,462-60.6% | $139,487-72.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.66% | 18.96%-7.3pp | 21.17%-9.5pp | 373.84%-362.2pp |
| Employer contribution / active EE | $3,333 | $3,611-7.7% | $3,049+9.3% | $4,755-29.9% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $347 | $13,868-97.5% | $8,875-96.1% | $11,407-97.0% |