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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 | $147,556-78.4% | $129,031-75.2% | $198,609-83.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 12.29% | 37.41%-25.1pp | 34.67%-22.4pp | 202.70%-190.4pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $987 | $5,760-82.9% | $5,217-81.1% | $6,977-85.8% |
| Admin fee / account holder | $907 | $15,467-94.1% | $13,208-93.1% | $19,030-95.2% |