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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 | $37,690 | $53,128-29.1% | $86,581-56.5% | $70,124-46.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.29% | 27.66%-12.4pp | 965.06%-949.8pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,750 | $2,068+81.3% | $2,840+32.1% | $2,342+60.1% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $357 | $3,584-90.0% | $4,904-92.7% | $4,645-92.3% |