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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 | $25,307 | $154,159-83.6% | $130,026-80.5% | $139,456-81.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.21% | 32.50%-16.3pp | -137.26%+153.5pp | 373.45%-357.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,362 | $6,710-79.7% | $5,821-76.6% | $6,711-79.7% |
| Admin fee / account holder | $1,318 | $14,001-90.6% | $10,608-87.6% | $11,407-88.4% |