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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 | $27,011 | $101,063-73.3% | $81,473-66.8% | $147,586-81.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 32.20% | 32.41%-0.2pp | 38.78%-6.6pp | 578.59%-546.4pp |
| Employer contribution / active EE | $2,608 | $3,206-18.6% | $2,568+1.6% | $4,876-46.5% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,434 | $5,812-58.1% | $4,561-46.6% | $10,886-77.6% |