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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 | $61,656 | $57,352+7.5% | $83,831-26.5% | $64,173-3.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.69% | 11.38%-14.1pp | 850.99%-853.7pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,104 | $2,546-17.3% | $3,631-42.0% | $2,381-11.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,303 | $4,046+31.1% | $5,479-3.2% | $4,887+8.5% |