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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 | $26,531 | $105,929-75.0% | $81,926-67.6% | $158,950-83.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.35% | 38.19%-27.8pp | 29.49%-19.1pp | 302.91%-292.6pp |
| Employer contribution / active EE | $2,061 | $7,802-73.6% | $4,310-52.2% | $4,762-56.7% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,946 | $8,492-53.5% | $5,159-23.5% | $11,248-64.9% |