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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 | $22,255 | $174,018-87.2% | $136,833-83.7% | $198,609-88.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 20.05% | 35.16%-15.1pp | 35.32%-15.3pp | 202.70%-182.7pp |
| Employer contribution / active EE | $5,241 | $1,571+233.6% | $1,319+297.5% | $5,055+3.7% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,167 | $5,434-78.5% | $4,706-75.2% | $19,030-93.9% |