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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 | $71,800 | $90,509-20.7% | $78,693-8.8% | $273,968-73.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.06% | 75.61%-67.6pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $10,731 | $3,175+238.0% | $2,850+276.5% | $4,869+120.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,465 | $5,264-72.2% | $4,511-67.5% | $10,132-85.5% |