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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 | $28,964 | $48,364-40.1% | $71,796-59.7% | $62,881-53.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 46.69% | 13.16%+33.5pp | 78.04%-31.3pp | 20.14%+26.6pp |
| Employer contribution / active EE | $2,709 | $1,042+160.0% | $1,924+40.8% | $2,281+18.8% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,920 | $3,771-22.6% | $4,815-39.4% | $4,296-32.0% |