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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 | $28,359 | $90,486-68.7% | $78,676-64.0% | $273,972-89.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 20.73% | 75.62%-54.9pp | 62.19%-41.5pp | 41.46%-20.7pp |
| Employer contribution / active EE | $13,333 | $3,175+319.9% | $2,850+367.8% | $4,869+173.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,527 | $5,263+290.0% | $4,510+355.1% | $10,133+102.6% |