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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 | $34,906 | $79,955-56.3% | $98,450-64.5% | $75,181-53.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.91% | 19.75%-4.8pp | 21.16%-6.3pp | 160.69%-145.8pp |
| Employer contribution / active EE | $820 | $2,264-63.8% | $3,049-73.1% | $2,671-69.3% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,739-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,191 | $6,841-82.6% | $8,961-86.7% | $5,650-78.9% |