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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 | $74,873 | $106,267-29.5% | $96,520-22.4% | $139,456-46.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.40% | 38.45%-27.1pp | 35.72%-24.3pp | 373.45%-362.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $520 | $5,454-90.5% | $4,879-89.3% | $6,711-92.2% |
| Admin fee / account holder | $463 | $7,882-94.1% | $6,733-93.1% | $11,407-95.9% |