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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 | $20,461 | $91,179-77.6% | $178,499-88.5% | $79,852-74.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.16% | 24.19%-13.0pp | 151.10%-139.9pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,744 | $3,256-46.4% | $5,011-65.2% | $2,471-29.4% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,478 | $6,749-78.1% | $13,986-89.4% | $5,306-72.1% |