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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 | $34,178 | $124,346-72.5% | $111,306-69.3% | $167,553-79.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.62% | 37.46%-27.8pp | 54.67%-45.1pp | 478.89%-469.3pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,060 | $5,182-79.6% | $4,488-76.4% | $6,343-83.3% |
| Admin fee / account holder | $864 | $10,623-91.9% | $7,966-89.2% | $12,316-93.0% |