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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 | $29,480 | $47,944-38.5% | $67,834-56.5% | $62,881-53.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 8.75% | 11.77%-3.0pp | 138.47%-129.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,500 | $1,562+124.1% | $2,403+45.6% | $2,281+53.4% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,701 | $3,712-27.2% | $4,622-41.6% | $4,296-37.1% |