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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 | $19,886 | $84,684-76.5% | $73,835-73.1% | $125,388-84.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.70% | 3123.93%-3123.2pp | 2268.13%-2267.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,762 | $3,123-43.6% | $2,788-36.8% | $4,866-63.8% |
| Participant deferral / active EE | $504 | $3,993-87.4% | $3,583-85.9% | $5,352-90.6% |
| Admin fee / account holder | $23,005 | $5,691+304.2% | $4,880+371.4% | $9,541+141.1% |