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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 | $36,018 | $57,352-37.2% | $83,831-57.0% | $64,173-43.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 12.06% | 11.38%+0.7pp | 850.99%-838.9pp | 7.63%+4.4pp |
| Employer contribution / active EE | $5,267 | $2,546+106.9% | $3,631+45.1% | $2,381+121.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,050 | $4,046+123.7% | $5,479+65.2% | $4,887+85.2% |