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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 | $42,582 | $69,977-39.1% | $108,582-60.8% | $62,881-32.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 12.72% | 10.73%+2.0pp | -51.70%+64.4pp | 20.14%-7.4pp |
| Employer contribution / active EE | $633 | $2,135-70.3% | $3,758-83.2% | $2,281-72.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,308 | $5,076+4.6% | $7,645-30.6% | $4,296+23.6% |