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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 | $38,018 | $65,364-41.8% | $92,909-59.1% | $72,975-47.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.70% | 42.11%-21.4pp | 109.44%-88.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $8,036 | $2,594+209.8% | $3,653+120.0% | $2,440+229.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,536 | $4,251-40.3% | $5,795-56.2% | $5,124-50.5% |