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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 | $29,494 | $140,592-79.0% | $123,105-76.0% | $125,389-76.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 3.69% | 16.80%-13.1pp | 13.22%-9.5pp | 282.24%-278.5pp |
| Employer contribution / active EE | $3,383 | $6,041-44.0% | $5,151-34.3% | $4,866-30.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,078 | $11,198-63.6% | $9,014-54.8% | $9,541-57.3% |