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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 | $31,391 | $62,592-49.8% | $85,693-63.4% | $85,856-63.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 12.97% | 23.77%-10.8pp | 21.49%-8.5pp | 318.58%-305.6pp |
| Employer contribution / active EE | $1,669 | $1,755-4.9% | $2,618-36.3% | $2,565-34.9% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,826 | $4,643-39.1% | $6,874-58.9% | $6,261-54.9% |