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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 | $29,184 | $113,941-74.4% | $94,229-69.0% | $125,389-76.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.24% | 5.29%-6.5pp | 10.68%-11.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $3,400 | $4,727-28.1% | $3,587-5.2% | $4,866-30.1% |
| Participant deferral / active EE | $772 | $5,179-85.1% | $4,320-82.1% | $5,352-85.6% |
| Admin fee / account holder | $3,997 | $8,392-52.4% | $6,269-36.2% | $9,541-58.1% |