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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 | $26,639 | $49,177-45.8% | $79,467-66.5% | $64,173-58.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 11.30% | -1.16%+12.5pp | 718.30%-707.0pp | 7.63%+3.7pp |
| Employer contribution / active EE | $2,101 | $2,076+1.2% | $2,800-25.0% | $2,381-11.8% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $349 | $3,839-90.9% | $5,104-93.2% | $4,887-92.9% |