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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 | $39,179 | $58,828-33.4% | $78,002-49.8% | $62,881-37.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.06% | 17.16%-11.1pp | 425.99%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,587 | $1,672-5.1% | $2,470-35.8% | $2,281-30.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,087 | $4,393+15.8% | $5,481-7.2% | $4,296+18.4% |