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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 | $68,965 | $117,444-41.3% | $99,479-30.7% | $152,909-54.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 17.57% | 31.87%-14.3pp | 30.72%-13.2pp | 345.46%-327.9pp |
| Employer contribution / active EE | $9,131 | $3,014+203.0% | $2,540+259.4% | $4,764+91.7% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,597 | $7,635-79.1% | $6,253-74.5% | $11,601-86.2% |