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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 | $53,880 | $64,307-16.2% | $57,349-6.1% | $125,388-57.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.85% | 25.14%-22.3pp | 24.40%-21.6pp | 282.24%-279.4pp |
| Employer contribution / active EE | $1,933 | $3,193-39.5% | $2,689-28.1% | $4,866-60.3% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,570 | $5,242-70.1% | $3,356-53.2% | $9,541-83.5% |