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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 | $33,765 | $65,367-48.3% | $92,915-63.7% | $72,976-53.7% |
| Participation rate | 98.4% | 68.3%+30.0pp | 76.0%+22.4pp | 69.5%+28.9pp |
| Annual return | 18.32% | 42.11%-23.8pp | 109.45%-91.1pp | 81.02%-62.7pp |
| Employer contribution / active EE | $6,897 | $2,594+165.9% | $3,653+88.8% | $2,440+182.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,329 | $4,251-68.7% | $5,796-77.1% | $5,124-74.1% |