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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 | $35,367 | $59,440-40.5% | $78,004-54.7% | $82,637-57.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 13.07% | 40.24%-27.2pp | 31.07%-18.0pp | 53.51%-40.4pp |
| Employer contribution / active EE | $1,684 | $1,750-3.8% | $2,469-31.8% | $2,552-34.0% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,267 | $5,504-77.0% | $7,578-83.3% | $7,339-82.7% |