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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 | $38,742 | $54,757-29.2% | $90,300-57.1% | $72,983-46.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.01% | 30.63%-12.6pp | 78.11%-60.1pp | 81.01%-63.0pp |
| Employer contribution / active EE | $7,371 | $2,092+252.2% | $2,854+158.2% | $2,440+202.1% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $505 | $3,972-87.3% | $5,353-90.6% | $5,124-90.1% |