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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 | $33,316 | $65,364-49.0% | $92,909-64.1% | $72,975-54.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.85% | 42.11%-23.3pp | 109.44%-90.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $10,212 | $2,594+293.6% | $3,653+179.5% | $2,440+318.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,156 | $4,251-25.8% | $5,795-45.5% | $5,124-38.4% |