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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 | $35,241 | $78,694-55.2% | $67,652-47.9% | $125,389-71.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.38% | 9.46%-10.8pp | 6625.40%-6626.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $631 | $3,044-79.3% | $2,266-72.2% | $4,866-87.0% |
| Participant deferral / active EE | $1,133 | $4,292-73.6% | $3,560-68.2% | $5,352-78.8% |
| Admin fee / account holder | $1,998 | $7,403-73.0% | $4,821-58.6% | $9,541-79.1% |