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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 | $57,992 | $71,215-18.6% | $93,696-38.1% | $80,935-28.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 11.18% | 11.27%-0.1pp | 133.74%-122.6pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,370 | $1,565-12.4% | $2,422-43.4% | $2,757-50.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,470 | $6,958+64.8% | $8,287+38.4% | $6,924+65.6% |