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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 | $34,895 | $87,546-60.1% | $75,784-54.0% | $125,389-72.2% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,000 | $3,930-23.7% | $3,323-9.7% | $4,866-38.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $38,691 | $6,503+495.0% | $5,300+630.0% | $9,541+305.5% |