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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 | $59,461 | $99,345-40.1% | $84,753-29.8% | $273,972-78.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.28% | 22.93%-14.7pp | 22.78%-14.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $8,700 | $4,214+106.5% | $3,574+143.4% | $4,869+78.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,523 | $6,645-31.9% | $5,333-15.2% | $10,133-55.4% |