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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 | $19,571 | $92,684-78.9% | $82,706-76.3% | $134,509-85.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 3.31% | 945.84%-942.5pp | 701.76%-698.5pp | 418.13%-414.8pp |
| Employer contribution / active EE | $1,084 | $3,272-66.9% | $3,007-64.0% | $4,741-77.1% |
| Participant deferral / active EE | $385 | $4,800-92.0% | $4,394-91.2% | $6,400-94.0% |
| Admin fee / account holder | $2,226 | $5,982-62.8% | $5,329-58.2% | $11,427-80.5% |