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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 | $38,353 | $88,672-56.7% | $105,223-63.6% | $82,448-53.5% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 14.94% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $8,361 | $3,048+174.3% | $3,689+126.7% | $2,551+227.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,183 | $7,146-69.4% | $8,859-75.4% | $7,234-69.8% |