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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 | $54,763-29.3% | $90,324-57.1% | $72,976-46.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.01% | 30.63%-12.6pp | 78.15%-60.1pp | 81.02%-63.0pp |
| Employer contribution / active EE | $7,371 | $2,093+252.1% | $2,856+158.1% | $2,440+202.1% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $505 | $3,973-87.3% | $5,356-90.6% | $5,124-90.1% |