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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 | $37,047 | $64,307-42.4% | $57,349-35.4% | $125,388-70.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.22% | 25.14%-23.9pp | 24.40%-23.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $200 | $3,847-94.8% | $3,162-93.7% | $5,352-96.3% |
| Admin fee / account holder | $1,229 | $5,242-76.6% | $3,356-63.4% | $9,541-87.1% |