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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 | $45,685 | $59,332-23.0% | $90,223-49.4% | $59,632-23.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | 0.38% | 3.25%-2.9pp | 1.31%-0.9pp | 2041.32%-2040.9pp |
| Employer contribution / active EE | $1,000 | $3,031-67.0% | $4,378-77.2% | $2,203-54.6% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,685 | $5,032-66.5% | $7,406-77.2% | $4,297-60.8% |