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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 | $107,809-68.4% | $97,032-64.8% | $155,188-78.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.05% | 38.06%-21.0pp | 35.38%-18.3pp | 148.84%-131.8pp |
| Employer contribution / active EE | $6,699 | $2,911+130.1% | $2,629+154.8% | $4,248+57.7% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,350 | $10,717-87.4% | $9,418-85.7% | $14,480-90.7% |