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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 | $34,111 | $147,556-76.9% | $129,031-73.6% | $198,609-82.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.05% | 37.41%-20.4pp | 34.67%-17.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $6,699 | $3,645+83.8% | $3,226+107.7% | $5,055+32.5% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,350 | $15,467-91.3% | $13,208-89.8% | $19,030-92.9% |