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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 | $30,568 | $75,935-59.7% | $60,547-49.5% | $125,389-75.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 3.09% | -5.38%+8.5pp | 335.64%-332.6pp | 282.24%-279.1pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $988 | $4,506-78.1% | $3,328-70.3% | $5,352-81.5% |
| Admin fee / account holder | $10,130 | $6,768+49.7% | $4,536+123.3% | $9,541+6.2% |