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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 | $38,294 | $39,162-2.2% | $100,671-62.0% | $59,633-35.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -0.35% | 21.07%-21.4pp | 20.43%-20.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,344 | $1,151+16.8% | $4,012-66.5% | $2,203-39.0% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,068 | $2,969-30.3% | $4,850-57.4% | $4,297-51.9% |