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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 | $31,946 | $108,882-70.7% | $96,754-67.0% | $154,746-79.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 12.29% | 98.39%-86.1pp | 82.04%-69.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $987 | $5,323-81.5% | $4,758-79.3% | $6,730-85.3% |
| Admin fee / account holder | $907 | $10,200-91.1% | $8,905-89.8% | $14,365-93.7% |