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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 | $42,704 | $88,707-51.9% | $74,184-42.4% | $273,972-84.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.55% | 11.94%-3.4pp | 17.74%-9.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $12,321 | $3,159+290.0% | $2,370+419.8% | $4,869+153.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $448 | $8,717-94.9% | $5,586-92.0% | $10,133-95.6% |