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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 | $39,393 | $91,179-56.8% | $178,499-77.9% | $79,852-50.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.97% | 24.19%-6.2pp | 151.10%-133.1pp | 31.72%-13.8pp |
| Employer contribution / active EE | $4,982 | $3,256+53.0% | $5,011-0.6% | $2,471+101.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,291 | $6,749-80.9% | $13,986-90.8% | $5,306-75.7% |