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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 | $15,853 | $50,554-68.6% | $67,681-76.6% | $87,485-81.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.12% | 17.81%-5.7pp | 590.58%-578.5pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,240 | $1,988+12.6% | $2,678-16.4% | $2,596-13.7% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $330 | $4,132-92.0% | $6,100-94.6% | $7,775-95.8% |