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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 | $20,668 | $140,578-85.3% | $100,671-79.5% | $125,389-83.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 3.46% | 24.67%-21.2pp | 20.43%-17.0pp | 282.24%-278.8pp |
| Employer contribution / active EE | $2,506 | $5,965-58.0% | $4,012-37.5% | $4,866-48.5% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,392 | $6,716-79.3% | $4,850-71.3% | $9,541-85.4% |