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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 | $61,331 | $104,664-41.4% | $85,693-28.4% | $167,518-63.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.03% | 21.45%-11.4pp | 21.49%-11.5pp | 478.71%-468.7pp |
| Employer contribution / active EE | $1,923 | $3,337-42.4% | $2,618-26.5% | $4,838-60.3% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,568 | $10,032-74.4% | $6,874-62.6% | $12,312-79.1% |