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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 | $42,214 | $118,496-64.4% | $98,461-57.1% | $139,466-69.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.99% | 18.96%-6.0pp | 21.17%-8.2pp | 373.66%-360.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $789 | $5,393-85.4% | $4,738-83.4% | $6,712-88.3% |
| Admin fee / account holder | $1,298 | $14,056-90.8% | $8,961-85.5% | $11,409-88.6% |