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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 | $21,658 | $140,578-84.6% | $100,671-78.5% | $125,389-82.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.44% | 24.67%-25.1pp | 20.43%-20.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,172 | $5,965-63.6% | $4,012-45.9% | $4,866-55.4% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,035 | $6,716-84.6% | $4,850-78.7% | $9,541-89.1% |