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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 | $58,895 | $90,504-34.9% | $78,690-25.2% | $273,965-78.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.57% | 75.61%-72.0pp | 62.18%-58.6pp | 41.45%-37.9pp |
| Employer contribution / active EE | $6,520 | $3,176+105.3% | $2,851+128.7% | $4,869+33.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $478 | $5,263-90.9% | $4,511-89.4% | $10,132-95.3% |