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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 | $27,555 | $106,280-74.1% | $96,538-71.5% | $139,487-80.2% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 11.19% | 38.48%-27.3pp | 35.74%-24.6pp | 373.84%-362.7pp |
| Employer contribution / active EE | $7,164 | $4,107+74.4% | $3,740+91.5% | $4,755+50.7% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,285 | $7,888-7.6% | $6,737+8.1% | $11,407-36.1% |