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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 | $55,240 | $78,670-29.8% | $109,173-49.4% | $85,847-35.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.18% | 25.09%-11.9pp | 25.75%-12.6pp | 318.61%-305.4pp |
| Employer contribution / active EE | $1,902 | $2,734-30.4% | $3,723-48.9% | $2,565-25.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,896 | $5,469-65.3% | $6,755-71.9% | $6,261-69.7% |