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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 | $22,120 | $72,269-69.4% | $101,271-78.2% | $79,852-72.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 79.24% | 22.29%+56.9pp | 46.48%+32.8pp | 31.72%+47.5pp |
| Employer contribution / active EE | $2,366 | $2,692-12.1% | $3,660-35.3% | $2,471-4.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $919 | $4,401-79.1% | $5,948-84.6% | $5,306-82.7% |