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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 | $36,811 | $112,729-67.3% | $98,716-62.7% | $137,256-73.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.79% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $10,264 | $2,725+276.6% | $2,279+350.4% | $4,156+147.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,760 | $10,129-53.0% | $8,703-45.3% | $12,270-61.2% |