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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 | $28,720 | $72,404-60.3% | $110,243-73.9% | $64,173-55.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.17% | -6.29%+15.5pp | 314.76%-305.6pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,364 | $2,282-40.2% | $3,827-64.4% | $2,381-42.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,129 | $5,664-80.1% | $8,548-86.8% | $4,887-76.9% |