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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 | $60,059 | $110,307-45.6% | $96,576-37.8% | $139,456-56.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 11.52% | 26.40%-14.9pp | 25.87%-14.3pp | 373.45%-361.9pp |
| Employer contribution / active EE | $3,500 | $3,619-3.3% | $2,965+18.0% | $4,753-26.4% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $656 | $11,597-94.3% | $8,253-92.0% | $11,407-94.2% |